Integrate Expensify with Slack to automate your work
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Frequently Asked Questions about Expensify + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Expensify and Slack
What is the process to set up the integration between Expensify and Slack?
To set up the integration, first log into your Expensify account and access the 'Integrations' section. From there, select Slack as your desired integration service. You'll be prompted to connect your Slack workspace by authorizing the permissions needed for Expensify. Follow the on-screen instructions to complete the setup.
How do I submit an expense report through Slack using Expensify?
Once integrated, you can submit expense reports directly through Slack by using specific slash commands assigned during the setup process. For example, use '/expensify submit' followed by your report details in a designated channel or direct message.
Can I receive notifications about my expense reports in Slack?
Yes, once you've linked Expensify with Slack, you'll start receiving notifications about actions such as report submissions and approvals in dedicated channels or via direct message based on your settings.
Is it possible to approve expenses directly from Slack?
After integrating with Slack, we provide you the ability to approve expenses by using interactive messages sent within the platform. Simply review and click 'Approve' or 'Reject' according to your decision.
How does Slack handle failed report submissions with Expensify?
If a report submission fails through Slack, you'll receive an automated notification detailing why it failed along with any necessary steps required for correction and resubmission.
Are there any specific triggers that initiate actions between Expensify and Slack?
Yes, commonly configured triggers include new expense submission or report approval in Expensify which can lead to notifications or automated messages being posted in specified Slack channels.
Do I need admin privileges to integrate Expensify with our company's Slack workspace?
Typically, you would need admin privileges on both platforms. This ensures that proper permissions are granted when connecting your Expensify account with your company's Slack workspace securely.
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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
Try It- Email AddressRequired
- MerchantRequired
- Date of ExpenseRequired
- AmountRequired
- Currency
- Comment
- Tag
- Category
- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- Trigger for Bot Messages?
- Optimized data
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- TitleRequired
- Email AddressRequired
- PolicyRequired
- Report IDRequired
- Include Full-Page Receipts
- Report IDRequired
- New Channel
Triggers when a new #channel is created.
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