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Expensify + Trello

Expensify + Trello

Expensify + Trello integrations

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.

  1. When this happens...
    New Report
    New Report
    New ReportTriggered when a new report is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Expensify and Trello

Discover other triggers and actions you can use with Expensify and Trello

    • Report State
    Trigger
    Polling
    Try It
    • E-Mail
      Required
    • Merchant
      Required
    • Date of Expense
      Required
    • Amount
      Required
    • Currency
    • Comment
    • Tag
    • Category
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Title
      Required
    • Email Address
      Required
    • Policy
      Required
    Action
    Write
    • Report ID
      Required
    • Include Full-Page Receipts
    Action
    Write
    • Report Number
      Required
    Action
    Search
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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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trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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