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Integrate Expensify with BambooHR to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Expensify with BambooHR - no code necessary. See how you can get setup in minutes.

Select a trigger from Expensify

A trigger is an event that starts your Zap and runs the workflow. For example, with Expensify, a trigger could be "New Report."

A trigger is the event that kicks off your automated workflow.

Setup an action from BambooHR

An action is what takes place after the automation is triggered. For example, with BambooHR, the action could be "Create Employee."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Expensify to BambooHR

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Expensify to BambooHR with a Zapier template.

Our most popular template

Save new Expensify reports as uploaded BambooHR employee files
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Details
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Expensify + BambooHR

Save new Expensify reports as uploaded BambooHR employee files

Premium

Expensify + BambooHR

Make work flow with AI

Level up your Expensify to BambooHR integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Expensify and BambooHR to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Expensify and BambooHR to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Report State
Trigger
Scheduled
Try It
- Email Address
  Required
- Merchant
  Required
- Date of Expense
  Required
- Amount
  Required
- Currency
- Comment
- Tag
- Category
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Employee Started
Triggers on a new employee's start date.
Trigger
Scheduled
Try It
- Report_number
  Required
- Field
Trigger
Scheduled
Try It

New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Scheduled
Try It
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write

- Request
  Required
- Status
- Note
Action
Write
- File Name
- EmployeeId
- Share This File with Employee
  Required
- File
  Required
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Search

- Title
  Required
- Email Address
  Required
- Policy
  Required
Action
Write
- Report ID
  Required
- Include Full-Page Receipts
Action
Write
- Report ID
  Required
Action
Search
New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Scheduled
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Start Date
- End Date
- Include
Action
Write
- EmployeeId
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search By
  Required
- Search Value
  Required
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Search or write

Learn how to automate Expensify on the Zapier blog

Learn how to automate BambooHR on the Zapier blog

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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About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Related categories

HR Talent & Recruitment

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