Expensify + Trello

Create Trello cards from new Expensify reports

Keeping track of expense reporting can be a challenge - unless you set up some automation to handle it for you. Use this integration to automatically create Trello cards from new Expensify reports. It's a simple way to organize your expense reporting right inside of your project management tool.

Keeping track of expense reporting can be a challenge - unless you set up some automation to handle it for you. Use this integration to automatically create Trello cards from new Expensify reports. It's a simple way to organize your expense reporting right inside of your project management tool.

  1. When this happens...
    ExpensifyExpensify
    New Report

    Triggered when a new report is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • Email AddressRequired

    • PolicyRequired

    Action
    Write
    • Report IDRequired

    • Include Full-Page Receipts

    Action
    Write
    • Report NumberRequired

    Action
    Search
    • Board

    • List

    • Filter

    Trigger
    Scheduled
    Try It
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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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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