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Integrate Asana with Expensify

Appy Pie Connect allows you to automate multiple workflows between Asana and Expensify

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About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best ways to Integrate Asana + Expensify

  • Asana Integration Expensify Integration

    Asana + Expensify

    Export Report to PDF in Expensify when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Asana Integration Expensify Integration

    Asana + Expensify

    Create Expense Report to Expensify from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Expensify Integration Create Expense Report
  • Asana Integration Expensify Integration

    Asana + Expensify

    Create Single Expense to Expensify from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Expensify Integration Create Single Expense
  • Asana Integration Expensify Integration

    Asana + Expensify

    Export Report to PDF in Expensify when New Task in Project is created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Task in Project
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Asana Integration Expensify Integration

    Asana + Expensify

    Create Expense Report to Expensify from New Task in Project in Asana Read More...
    Close
    When this happens...
    Asana Integration New Task in Project
     
    Then do this...
    Expensify Integration Create Expense Report
  • Asana Integration {{item.actionAppName}} Integration

    Asana + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Asana + Expensify in easier way

It's easy to connect Asana + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

    Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Asana & Expensify Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Expensify as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Expensify.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Expensify

A. What Is Asana?Asana is a project management tool. It is very similar to Basecamp, but it's different because you can assign tasks and track them over time.Asana was created by two former Facebook employees.Asana is used by companies such as Adobe, LinkedIn, and Mozilla.It is an all in one project management tool that combines a task list, kanban board, and calendar.

B. What Is Expensify?Expensify is a mobile app that helps you organize your business travel expenses.Expensify uses OCR (Optical Character Recognition. to automatically capture receipts and pull information from them.Expensify supports more than 500 types of businesses and has been used by more than 2 million people.Expensify also offers a service called "Expensify for Business" which is a fee-based service for larger companies.

    Integration of Asana and Expensify

The integration of Asana and Expensify allows for the easy tracking of business expenses.Integration would allow users to simply take a picture of their receipt and upload it to the Expensify app.Expensify will then automatically pull the relevant information.All of this could be done without the user having to do any manual entry whatsoever.This saves time and money by not having to upload receipts manually or enter expenses into a spreadsheet.Additionally, it allows one to have a clear view of their spending over time.This integration also allows for an easy export of expenses into other applications such as Quickbooks.

    Benefits of Integration of Asana and Expensify

Integration of Asana and Expensify provides numerous benefits.First, it cuts down on paperwork for both small businesses and individuals.It also allows for easier proofing of expenses because the information is pulled directly from receipts.It also allows for greater visibility into spending habits over time, again because the information is pulled directly from receipts.Integration can also reduce administrative overhead because all of the data is synchronized between applications instantly.This means that no data entry needs to be performed after uploading images of receipts.Also, integration makes it easier to export data into other applications, such as Quickbooks or Excel.

These are just some examples of integrations that you can make with Asana and Expensify.There are many others, including integrating Expensify with Google Calendar or Outlook Calendar.Asana has also recently launched a "Partner API" which may allow developers to create their own integrations with Asana.These integrations may be an indication that Asana's goal is to become the "future of work" software solution.Work could cover anything from managing employees at a firm to managing chores at home.

The process to integrate Asana and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.