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Expensify
Slack

Connect Expensify and Slack

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

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Create a custom workflow

Integrate Expensify with Slack 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.

Slack
Trigger: Watch Direct Messages
Expensify
Action: Select an action
1. Select a trigger

  • Triggers when a new message is added to a direct message channel.

  • Triggers when a new file is added.

  • Triggers when a new interactive event has arrived.

  • Triggers when a new message is added to a multiparty direct message channel.

  • Triggers when a new message or another event is created.

  • Triggers when a new message is added to a private channel.

  • Triggers when a new message is added to a public channel.

  • Triggers when a new message is scheduled.

  • Triggers when a new user is added or an existing user has changed. Only emit the latest change since the last scenario run.

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 Slack.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Archive a Channel
Archives a channel.
Action
Create a Channel
Creates a channel.
Action
Create a Policy
Creates a policy.
Action
Create a Reminder
Creates a reminder.
Action
Create a Single Expense
Creates a single expense item.
Action
Create an Expense Report
Creates an expense report.
Action
Create Expense Rules
Creates expense rules for a given employee on a given policy.
Action
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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.