Integrate Expensify with Slack to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Expensify with Slack - 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 Slack

An action is what takes place after the automation is triggered. For example, with Slack, the action could be "Add Reminder."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Expensify to Slack

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

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Make work flow with AI

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

Connect Expensify and Slack 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 Slack 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
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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.

    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report ID
      Required
    Action
    Search
  • Slack triggers, actions, and search
    New Channel

    Triggers when a new #channel is created.

    Trigger
    Instant
    Try It

Learn how to automate Expensify on the Zapier blog

Learn how to automate Slack on the Zapier blog

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