Asana + Expensify

Create Asana tasks from new Expensify reports

Sometimes creating an expense report is just the first step of many. With this automation, you can add a new task in Asana whenever a new Expensify report is created. This way, the follow-up tasks in your reporting workflow are right alongside the rest of your to-dos.

Sometimes creating an expense report is just the first step of many. With this automation, you can add a new task in Asana whenever a new Expensify report is created. This way, the follow-up tasks in your reporting workflow are right alongside the rest of your to-dos.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

    • Report State

    Trigger
    Scheduled
    Try It
    • E-MailRequired

    • MerchantRequired

    • Date of ExpenseRequired

    • AmountRequired

    • Currency

    • Comment

    • Tag

    • Category

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • Workspace

    • Project

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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expensify logo
expensify logo

About Expensify

Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for streamlined financial management.

Related categories

  • Accounting

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