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Practical Guide: Create Expensya Zaps with Zapier

Updated by Rim Ferchichi

Expensya offers a Zapier connector to automate actions between your Expensya account and various web apps you use daily. 

  

How to create an Expensya Zap? 

To set up automations between Expensya and other web apps, you need a Zapier account. 

  1. Once logged into Zapier, click on Zap > Create a Zap. 

 

 

 

  1. Zapier will prompt you to choose your trigger and the subsequent action. 

 

  

  • Expensya Trigger:

  

If you want to use Expensya as the trigger: 

  

  1. In the trigger section in Zapier, select webhooks. 

 

 

  1. Next, choose Catch Hook as the trigger event and click Continue.

 

 

  1. Copy the webhook URL and paste it into your Expensya webhook, then click Continue.

  

  • Expensya Actions :

  

If you want to perform actions in Expensya following an event triggered in another application, we provide various actions to manage your users and their expenses. 

  

  1. Select Expensya as the Action in Zapier (after configuring your trigger). 

 

 

 

  1. Choose your action and click Continue.

 

 

  1. Connect via your API key by navigating to Expensya > Administrator > Integration > API Key > and generate your API key. 

  

  1. Configure your action and save. 

  

Your Zap is ready—enjoy the automation.

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