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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Booking Recieved Trigger" from Exly.

Add your action

An action happens after the trigger—such as "Add Contact" in Expensya.

You’re connected!

Zapier seamlessly connects Exly and Expensya, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Booking Recieved Trigger
Trigger is implemented when a booking is received in exly system.
Trigger
Polling
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Refunds Trigger
Trigger is implemented when we receive refunds webhook in exly system.
Trigger
Polling
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- User Email
  Required
- Full Name
  Required
- Lead's Phone number
- Country Code
- Lead Status
- Lead Remarks
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Content
- UTM Term
- Reason of contact
Action
Write
- Beneficiary Mail
  Required
- Owner Mail
  Required
- Beneficiary Rights
  Required
Action
Write
- User Id
  Required
- Receipt Content
  Required
- Receipt Name
  Required
- File Type
  Required
Action
Write

- Ids
  Required
Action
Write
- User Id
  Required
- Receipt
  Required
Action
Write

- Report Id
  Required
- Operation
  Required
- Message
- Accounting Period
Action
Write
- User Id
  Required
- Operation
  Required
Action
Write
- Report Id
  Required
Action
Search
- Owner First Name Or Last Name
- Beneficiary First Name Or Last Name
- Beneficiary Rights
- Page
- Page Size
- Sort By
- Is Desc
Action
Search
- Report Id
  Required
- Category Id
- Expense Name
- Start Date
- End Date
- Report State
- Is Reimbusable
- Value In Currency
- Owner Id
- Owner Mail
- Owner Pay Id
- Owner Pay Id 2
- Owner Pay Id 3
- Owner Pay Id 4
- Owner Pay Id 5
- Owner Pay Id 6
- Project Id
- Is Billable
- Date Filter Type
- Merchant Countries
- Currencies
- File Type
- Report Id Short
- Expense Use Types
- Supplier Id
- Expense Ids
- Merchant Name
- Vat Code
- Value HT In Expense Currency
- Vat Rate
- Vat Value
- Reports Ids
- Date Time Offset
- Tags Names
- Expense Objects To Return
- Page
- Page Size
- Sort By
- Is Desc
Action
Search
- Image Id
  Required
Action
Search
- Report Name
- Report Start Date
- Report End Date
- Report States
- Report Id Short
- Owner Id
- Owner Pay Id 2
- Project Id
- Date Time Offset
- Tags Names
- Date Filter Type
- Report Objects To Return
- Sort By
- Page
- Page Size
- Is Desc
Action
Search
- Id
- First Name
- Last Name
- Mail
- Pay Id
- Mail Or Name Or Pay Id
- Type
- State
- Reviewer Id
- Reviewer Name
- Manager Id
- Manager Name
- User Ids
- User Mails
- Tags Names
- Simple Tags Names
- Sort By
- Page
- Page Size
- Is Desc
Action
Search

Lead Captured Trigger
This trigger will be updated whenever there is new lead captured on exly
Trigger
Polling
Try It
- Listing
  Required
- Full Name
  Required
- Customer Email
  Required
- Customer Phone
  Required
- Customer Country Code
  Required
- Customer Timezone
  Required
- Currency
  Required
- Payment Amount
  Required
Action
Write
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Mail
  Required
- Is Coworker
  Required
- Is Shared
  Required
- Contact Role
- Contact Phone Number
- Contact Address
- Contact Zip Code
- Contact City
- Contact Company Name
- Contact Company Mail
- Contact Company Web Site
- Contact Company Phone Number
- Contact Company Address
- Contact Company Zip Code
- Contact Company City
- Contact Company Country Code
Action
Write
- User Id
  Required
- File To Send
  Required
- File Type
  Required
- Transaction Amount
  Required
- Transaction Date
  Required
- Title
- Vat Rates
- Vat Amounts
- Merchant Name
- Location City
- Comment
- Merchant Expense Id
- Is Encrypted
- Expense Use Type
- Payment Type Code
- Expense Type Code
Action
Write
- Contact Id
  Required
Action
Write
- Last Name
  Required
- First Name
  Required
- Mail
  Required
- Language
  Required
- User Type
  Required
- User Role
  Required
- Mail Alias
- Pay Id
- Pay Id 2
- Pay Id 3
- Pay Id 4
- Pay Id 5
- Pay Id 6
- Manager Mail
- Manager Id
- Reviewer Mail
- Reviewer Id
- Vendor
- Default Project Id
- IK Rates Id
- IK Rates Reference
- Configuration Settings Reference
- Should Validate User
Action
Write
- Contact Id
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Role
- Contact Mail
  Required
- Contact Phone Number
- Contact Address
- Contact Zip Code
- Contact City
- Is Coworker
  Required
- Is Shared
  Required
- Contact Company Name
- Contact Company Mail
- Contact Company Web Site
- Contact Company Phone Number
- Contact Company Address
- Contact Company Zip Code
- Contact Company City
- Contact Company Country Code
Action
Write
- User Id
  Required
- Should Update Validators
  Required
- Last Name
  Required
- First Name
  Required
- Mail
  Required
- Mail Alias
- Pay Id
- Pay Id 2
- Pay Id 3
- Pay Id 4
- Pay Id 5
- Pay Id 6
- Language
  Required
- Manager Mail
- Manager Id
- Reviewer Mail
- Reviewer Id
- User Type
  Required
- Vendor
- User Role
  Required
- Job Title
- Can Add Purchase
- Has Virtual Payment
- Default Project Id
- IK Rates Id
- IK Rates Reference
- Configuration Settings Reference
Action
Write
- Export Id
  Required
- Report Id
  Required
- Category Id
- Expense Name
- Start Date
- End Date
- Expense States
- Report States
- User Ids
- User Mail
- Report Ids
- Expense Ids
- Report Name
- Report Id Short
- Date Filter Type
- Pay Id
- Pay Id 2
- Pay Id 3
- Accounting Period
- Include Receipts
- Expense Use Types
- Archive Expenses
Action
Search
- Contact Id
  Required
- Company Id
- User Id
  Required
- Company Contact Id
- Contact Name
- Contact Mail
- Is Coworker
- Is Shared
- Is Active
- Contact Company Name
- Contact Function
- Page
- Page Size
- Sort By
- Is Desc
Action
Search
- Expense Id
  Required
Action
Search
- Is For Expenses
- Export Type
Action
Search
- Report Id
  Required
Action
Search
- User Function
  Required
- Report Id
  Required
- Category Id
- Expense Name
- Start Date
- End Date
- Report State
- Expense States
- Is Reimbusable
- Value In Currency
- Project Id
- Is Billable
- Date Filter Type
- Merchant Countries
- Currencies
- File Type
- Report Id Short
- Expense Use Types
- Supplier Id
- Expense Ids
- Merchant Name
- Vat Code
- Value HT In Expense Currency
- Vat Rate
- Vat Value
- Reports Ids
- Date Time Offset
- Tags Names
- Expense Objects To Return
- Get Duplicates
- Page
- Page Size
- Sort By
- Is Desc
Action
Search
- Validator Mail
  Required
- Report Name
- Report Start Date
- Report End Date
- Report States
- Report Id Short
- Owner Id
- Owner Pay Id 2
- Project Id
- Date Time Offset
- Date Filter Type
- Sort By
- Page
- Page Size
- Is Desc
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Exly and Expensya to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

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Learn about AI automation

About Exly

An all-in-one solution built to help enterprises run businesses & manage their community using our sales and marketing suite and robust CRM.

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Related categories

eCommerce

About Expensya

Expensya is a Web and Mobile solution that automates the management of expense reports for professionals.