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.

Google Forms
Trigger: Watch Responses
Expensify
Action: Select an action
1. Select a trigger
  • Triggers when a new response is received.

  • Watches for new responses in the Google Sheets table.

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)