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Integrate Gmail with Expensify

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

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail + Expensify

  • Gmail Integration Expensify Integration

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    Close
    When this happens...
    Gmail Integration New Email
     
    Then do this...
    Expensify Integration Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • Gmail Integration Expensify Integration

    Gmail + Expensify

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

    Gmail + Expensify

    Create Expense Report to Expensify from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Expensify Integration Create Expense Report
  • Gmail Integration Expensify Integration

    Gmail + Expensify

    Create Single Expense to Expensify from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    Expensify Integration Create Single Expense
  • Gmail Integration Expensify Integration

    Gmail + Expensify

    Export Report to PDF in Expensify when New Labeled Email is created in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Labeled Email
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Gmail Integration {{item.actionAppName}} Integration

    Gmail + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

    Actions
  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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 Gmail & Expensify Integrations Work

  1. Step 1: Choose Gmail 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 Gmail to Expensify.

    (2 minutes)

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

Integration of Gmail and Expensify

In today’s world, businesses and individuals are often on the go. They need to be able to conduct business from anywhere at any time. It is necessary for businesses to have a place where they can keep tabs on their finances. Many such apps exist, but not all of them are created equal.An example of two applications that are designed to help with finances is an app called Gmail and an app called Expensify. These two apps were designed with different intentions. Gmail is an email client application. It was designed to allow users to communicate in a variety of ways. It was designed for people who had to deal with a large vpume of emails every day and needed a simple way to organize them. Expensify, on the other hand, was designed to help business owners track their finances as well as their employees’ finances. It also allows users to create receipts for expenses they incur while on business trips.The two apps were designed with different functions in mind. However, they both serve this purpose well. Users can use either app to fulfill their needs. For instance, Gmail can be used to send and receive emails as well as sort through them. Expensify can be used to track finances and create receipts for expenses incurred during business trips. In addition to these benefits, these apps can also be integrated with each other. This integration allows users to take advantage of the benefits that both apps offer. For example, users of both Gmail and Expensify can use their respective apps to send and receive emails as well as track their finances and create receipts for their expenses.This article discusses both the Gmail and Expensify apps and how they can be integrated with each other effectively.

One way that Gmail and Expensify can be integrated is by creating a bridge between the two apps in a step-by-step manner. The first step invpves the creation of a new account within Microsoft Outlook or Apple Mail, depending on the user’s preference and operating system (OS.Both Outlook and Apple Mail are email clients that can be used to send and receive emails as well as track expenses incurred while conducting business on the go. The next step is to set up the new account in Gmail. The next step is to log in to Gmail using the new account using the steps described above. This will allow Gmail users to log in to the new account using their existing username and password as well as access their existing inboxes within Gmail.The next step is to go back into Outlook or Apple Mail to create a new label (for Mac Mail users. or fpder (for Outlook users. This fpder/label should be labeled “Expensify” for organizational purposes. The final step is to drag all of the emails associated with expenses from the inbox into the “Expensify” fpder/label. This will effectively integrate Gmail and Expensify so that users can take advantage of the benefits that both apps offer.Similarly, there are other ways that Gmail and Expensify can be integrated with each other effectively. One such way is by creating a shortcut on the desktop or home screen for both apps and then placing it on one of the screens in between the maps icon and the phone icon, depending on what type of device they are using.To do this, one needs to find the icons for both apps on Google Play or iTunes Store and then click on them so that they appear on the desktop or home screen. Next, right click on one of them using a mouse or touchscreen, depending on what device they are using, and click on “Create Shortcut(s. Here” or “Add Shortcut(s. Here” depending on which platform they are using. They should then move the shortcut to one of these screens between the maps icon and the phone icon, depending on what type of device they are using.Finally, they should test if they are able to successfully move emails between Gmail and Expensify by sending an email from a gmail account to an expensify account using this shortcut app without logging into Gmail or Expensify directly. Once they have tested this process successfully, they can integrate Gmail and Expensify more efficiently by logging in to both apps directly using the shortcut app that they created earlier instead of going through Outlook or Apple Mail in order to move emails between Gmail and Expensify. This will allow them to take advantage of the benefits that both apps offer in terms of emailing, tracking expenses, and creating receipts for expenses incurred during business trips without having to switch between different apps when moving emails between them.

There are many ways that Gmail and Expensify can be integrated with each other effectively so that users can take advantage of the benefits that both apps offer in terms of emailing, tracking expenses, and creating receipts for expenses incurred during business trips without having to switch between different apps when moving emails between them. An example of such an integration is when Gmail email users create a new account within Outlook or Apple Mail as well as setting up a new account within Gmail using these steps so that they can continue using their respective usernames and passwords while accessing their existing inboxes within Gmail. They should then return to Outlook or Apple Mail after setting up this new account within Gmail in order to create a new label (for Mac Mail users. or fpder (for Outlook users. labeled “Expensify” for organizational purposes and then drag all of the emails associated with expenses from the inbox into this “Expensify” fpder/label in order to integrate Gmail and Expensify so that they can take advantage of the benefits that both apps offer in terms of emailing, tracking expenses, and creating receipts for expenses incurred during business trips without having to switch between different apps when moving emails between them. This process can be streamlined by creating shortcuts for both apps on Google Play or iTunes Store as well as placing them on one of the screens in between the maps icon and the phone icon, depending on what type of device they are using for maximum efficiency.

The process to integrate Gmail and Expensify 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.