Skip to main content

Make Waves ’26 Step into AI’s glass box. Prague, 19–20 Oct.

Register now (opens in a new tab)
Expensify
ClickUp

Connect Expensify and ClickUp

Explore ready-made Expensify and ClickUp templates and start automating in minutes.

Get started free

Create a custom workflow

Integrate Expensify with ClickUp and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

ClickUp
Trigger: Watch Folders
Expensify
Action: Select an action
1. Select a trigger

  • Triggers when a specific folder event happens.

  • Triggers when a specific goal event happens.

  • Triggers when a specific list event happens.

  • Triggers when a specific space event happens.

  • Triggers when a specific target event happen.

  • Triggers when a task or subtask is created or updated.

  • Triggers when a specific task or subtask event happens.

2. Select an action

  • Creates a policy.

  • Creates a single expense item.

  • Creates an expense report.

  • Creates expense rules for a given employee on a given policy.

  • Exports expense or report data and downloads it.

  • Returns information about the selected policy.

  • Updates the selected policy.

  • Updates the selected report status.

  • Updates the selected employee.

  • Updates a preexisting expense rule for a given employee on a given policy.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Expensify and ClickUp.

Add a Dependency
Adds a dependency to a task.
Action
Add Tag to a Task
Adds tag to a task.
Action
Add Tracked Time
Adds time tracked to a task.
Action
Create a Checklist
Adds new checklist to a specific task.
Action
Create a Checklist Item
Creates an item in a checklist.
Action
Create a Folder
Creates new folder for specific space.
Action
Create a Folderless List
Creates a folderless list.
Action
Create a Goal
Creates new workspace goal.
Action
Create a List
Creates new list for specific folder.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.