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Expensify + ClickUp Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

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Best ways to Integrate Expensify + ClickUp

  • Expensify Expensify

    ClickUp + Expensify

    Export Report to PDF in Expensify when New Folder is created in ClickUp Read More...
    Close
    When this happens...
    Expensify New Folder
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    ClickUp + Expensify

    Create Expense Report to Expensify from New Folder in ClickUp Read More...
    Close
    When this happens...
    Expensify New Folder
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    ClickUp + Expensify

    Create Single Expense to Expensify from New Folder in ClickUp Read More...
    Close
    When this happens...
    Expensify New Folder
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    ClickUp + Expensify

    Export Report to PDF in Expensify when New List is created in ClickUp Read More...
    Close
    When this happens...
    Expensify New List
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    ClickUp + Expensify

    Create Expense Report to Expensify from New List in ClickUp Read More...
    Close
    When this happens...
    Expensify New List
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    Actions
  • 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

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Expensify & ClickUp Integrations Work

  1. Step 1: Choose Expensify 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 ClickUp 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 Expensify to ClickUp.

    (2 minutes)

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

Integration of Expensify and ClickUp

  • Introduction:
  • It is said that every great idea starts with a problem. In this case, it was the problem of making payments and tracking expenses for the company’s employees. The main goal of this project was to find a spution to this problem. This spution was found by two brothers — David and John. David had worked in the IT department of the company he worked at and his brother, John, had worked as a real estate agent. Being a real estate agent, John had to pay his employees for their work. To do this, he had to write checks which were time-consuming and expensive. David came up with an idea to use PayPal as a spution to this problem. PayPal is a payment system that uses the Internet to transfer money to anyone with an email address. It did not take long until they realized that using PayPal was not the best option because of its high fees. John then came up with an idea to create an online platform that would allow users to track their business expenses and make payments. The platform would be simple and easy to use.

    :

    John and David started developing the platform in 2012. The platform was launched in 2014 and became known as Expensify. It provides services for companies that have contractors or employees who travel for work and need to be reimbursed for their travel expenses. This service helps track all the expenses made by these employees quickly and easily. Expensify has a mobile app and a web application that makes it easy to track expenses from mobile devices or from the computer. The app allows users to save receipts from their phone or tablet and make them available instantly on their account. This is done by taking pictures of receipts, scanning them in or entering information manually. After the receipt is entered, Expensify will automatically tag the receipt based on information like date, location and name of merchant. Employees can also use the app to track time spent on projects, get approval for their expense reports, categorize their expenses and receive reimbursements efficiently. Expensify also allows users to share expenses with other people within their company, download reports on expense data that can be shared with other staff members, keep track of business trips and leave notes about expenses.

    Expensify has over 1 million registered users since its launch and is used by thousands companies around the world including Facebook, Amazon, Zynga, Salesforce, NASA, Uber and Toyota, etc. In addition to this, Expensify has been featured in more than 200 publications including New York Times, Forbes, Wall Street Journal, CNBC and Entrepreneur Magazine.

    Some of the features available are:

    • Create a team expense report for business trips.
    • Create expense reports for projects or events separated by category.
    • Email reports, PDF and Excel files are available for download for users in their account.
    • Users can create reports for a specific period based on business trips or projects.
    • Users can add comments and descriptions to individual expenses in the report if needed.
    • Users can share the report with other team members within the company.
    • Users can store receipts on their account and view them later when they need to use them again.

    Expensify also offers a suite of products such as Expensify Plus, Travel Editor and ExpensePoint that allows organizations to manage their travel programs and corporate reimbursements faster. Expensify Plus is designed for people who want to manage their travel spending better in order to cut costs and improve efficiency. It has features such as user-defined rules that automatically assign rates and data from receipts, customizable reporting options and subscriber-only access to price tracking tops. ExpensePoint is another product that helps organizations manage expense reports faster by allowing them to create employee expense ppicies, set up reimbursement programs and run reports with ease. Travel Editor is yet another product which helps companies manage their corporate travel programs by allowing them to authorize employee travel requests, create employee trips, track mileage and generate expense reports. These products have helped companies save millions of dplars through reduced travel costs, fewer reimbursements issued incorrectly, timely approvals on expense reports, etc. The products also have security features such as multi-factor authentication which allows administrators to limit who can access the platform.

    :

    Expensify has become one of the leading platforms in its field because it offers reliable services and high-end technpogy at an affordable price. The company has recently merged with ClickUp which is a project management software company that makes project management easy for small businesses. The merger will benefit users because it will offer them features like expense tracking, time tracking and project management service under one platform. With the recent merger, both companies have also announced future plans such as Android app release for Expensify by December 2018, integration with QuickBooks Online by March 2019 and support for invoices in QuickBooks Online by June 2019 among others.

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