This article describes how to authorize Feishu Flow to connect to your Expensify account and configure settings.

Overview

Feishu Flow is an automation tool that allows you to integrate different apps and services into automated workflows. For more information about using Feishu Flow, please check Workplace | Use Feishu Flow.

Connecting Feishu Flow and your Expensify account allows you to get notified about the progress of your expense reports in Feishu, so you can decide the next steps upon receiving notifications. For example, you can ask Feishu Flow to list all the reports submitted for your approval in a sheet every week, and send the sheet to you every Friday via Feishu message.

Use

1.Create a flow

Enter the Feishu Flow homepage and click + Create. Click + to set the trigger for the flow.

In the App step, click the Expensify icon. In the Trigger step, select a business scenario as appropriate.

Note: You can also click the Expensify app icon in the app homepage - Popular Apps section to check the Expensify page, where some frequently used templates are provided.

2.Authorize account access

In the Event step, select your expensify account in the dropdown if you've connected it to Feishu Flow. Click Confirm to finish this step.

If you don't see your account in the dropdown, click Add an account to open the account authorization page. In this page, you must enter the credentials for your Expensify account, partnerUserID and partnerUserSecret.

To get the credentials, log in to the Expensify official configuration page , find the values, and paste them to the authorization page. Click Confirm to finish the authorization.

Now back to Feishu Flow. Select your Expensify account from the dropdown and click Confirm.

3.Set actions

In the Select an Action block, click the + to set an action once the flow is triggered. For example, once a comment is posted to your expense report (the trigger), you can specify the action as sending you a Feishu message, or saving the comment in a file.

For more information about how to specify actions in Feishu Flow, see Workplace | How to use Feishu Flow?.