Create Report with Expensify API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Expensify, Slack and 2,800+ other apps remarkably fast.

Trigger workflow on

New Message In Channels (Instant) from the Slack API

Next, do this

Create Report with the Expensify API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Slack trigger and Expensify action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Message In Channels (Instant) trigger
1. Connect your Slack account
2. Optional- Select one or more Channels
3. Configure slackApphook
4. Optional- Configure Resolve Names
5. Optional- Configure Ignore Bots
6. Optional- Configure Ignore replies in threads
Configure the Create Report action
1. Connect your Expensify account
2. Configure Employee Email
3. Select a Policy ID
4. Configure Report Title
5. Configure Expenses
6. Optional- Configure Report Fields
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Message In Channels (Instant) on Slack

Description:Emit new event when a new message is posted to one or more channels

Version:1.0.25

Key:slack-new-message-in-channels

View on GitHub

Slack Overview#

The Pipedream app for Slack enables you to build event-driven workflows that interact with the Slack API. Once you authorize the app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream app for Slack is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Trigger Code#

import common from "../common/base.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.25",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return event;
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Slack	`slack`	`app`	This component uses the Slack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`conversations`	`string[]`	Select a value from the drop down menu.
	`slackApphook`	`$.interface.apphook`
Resolve Names	`resolveNames`	`boolean`	Instead of returning `channel`, `team`, and `user` as IDs, return their human-readable names.
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore replies in threads	`ignoreThreads`	`boolean`	Ignore replies to messages in threads

Trigger Authentication#

Slack uses OAuth authentication. When you connect your Slack account, Pipedream will open a popup window where you can sign into Slack and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Slack API.

Pipedream requests the following authorization scopes when you connect your account:

channels:historychannels:readchannels:writeemoji:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writereactions:readreactions:writereminders:readreminders:writestars:readteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:userfiles:write:userfiles:readcommandsusers.profile:writeusers.profile:readsearch:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action#

Create Report on Expensify

Description:Creates a new report with transactions in a user's account. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#report-creator)

Version:0.0.1

Key:expensify-create-report

View on GitHub

Expensify Overview#

The Expensify API enables the automation of expense reporting and management tasks. By harnessing this API within Pipedream, you can craft workflows that streamline the expense submission process, synchronize financial data across platforms, and trigger actions based on expense report statuses. With Pipedream’s serverless platform, these automations can run in the background, allowing for real-time data processing and interaction between Expensify and a myriad of other apps and services.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/expensify.app.mjs";
import utils from "../../common/utils.mjs";
export default defineAction({
    key: "expensify-create-report",
    version: "0.0.1",
    name: "Create Report",
    description: "Creates a new report with transactions in a user's account. [See docs here](https://integrations.expensify.com/Integration-Server/doc/#report-creator)",
    type: "action",
    props: {
        app,
        employeeEmail: {
            description: "The report will be created in this account.",
            propDefinition: [
                app,
                "employeeEmail",
            ],
        },
        policyId: {
            propDefinition: [
                app,
                "policyId",
                ({ employeeEmail }) => ({
                    userEmail: employeeEmail,
                }),
            ],
        },
        reportTitle: {
            label: "Report Title",
            description: "The title of the report that will be created.",
            type: "string",
        },
        expenses: {
            type: "string[]",
            label: "Expenses",
            description: `Array of expense objects to include in the report. Each expense should be a JSON object with the following required fields:

- \`date\`: The date the expense was made (format yyyy-mm-dd)
- \`currency\`: Three-letter currency code (e.g., "USD", "EUR", "CAD")
- \`merchant\`: The name of the merchant
- \`amount\`: The amount in cents (e.g., 2500 for $25.00)

**Example:**
\`\`\`json
[
  {
    "date": "2024-01-15",
    "currency": "USD", 
    "merchant": "Hotel ABC",
    "amount": 15000
  },
  {
    "date": "2024-01-16",
    "currency": "USD",
    "merchant": "Restaurant XYZ", 
    "amount": 5000
  }
]
\`\`\``,
        },
        reportFields: {
            type: "object",
            label: "Report Fields",
            description: `Custom fields for the report as a JSON object. Use this to set values for custom report fields in your Expensify policy.

- \`Key format\`: Field names should have all non-alphanumerical characters replaced with underscores (_)
- \`Value format\`: String values for the corresponding field

**Example:**
\`\`\`json
{
  "reason_of_trip": "Business meetings with clients",
  "employees": "3",
  "department": "Sales",
  "project_code": "PROJ_2024_001"
}
\`\`\``,
            optional: true,
        },
    },
    async run({ $ }) {
        const { policyId, employeeEmail, reportTitle, reportFields, expenses, } = this;
        const response = await this.app.createReport({
            $,
            data: {
                employeeEmail,
                policyID: policyId,
                report: {
                    title: reportTitle,
                    ...(reportFields && {
                        fields: utils.parseJson(reportFields),
                    }),
                },
                expenses: utils.parseArray(expenses),
            },
        });
        $.export("$summary", `Successfully created report \`${response.reportName}\` with ID \`${response.reportID}\``);
        return response;
    },
});

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Expensify	`app`	`app`	This component uses the Expensify app.
Employee Email	`employeeEmail`	`string`	The report will be created in this account.
Policy ID	`policyId`	`string`	Select a value from the drop down menu.
Report Title	`reportTitle`	`string`	The title of the report that will be created.
Expenses	`expenses`	`string[]`	Array of expense objects to include in the report. Each expense should be a JSON object with the following required fields: `date`: The date the expense was made (format yyyy-mm-dd) `currency`: Three-letter currency code (e.g., "USD", "EUR", "CAD") `merchant`: The name of the merchant `amount`: The amount in cents (e.g., 2500 for $25.00) Example: `[ { "date": "2024-01-15", "currency": "USD", "merchant": "Hotel ABC", "amount": 15000 }, { "date": "2024-01-16", "currency": "USD", "merchant": "Restaurant XYZ", "amount": 5000 } ]`
Report Fields	`reportFields`	`object`	Custom fields for the report as a JSON object. Use this to set values for custom report fields in your Expensify policy. `Key format`: Field names should have all non-alphanumerical characters replaced with underscores (_) `Value format`: String values for the corresponding field Example: `{ "reason_of_trip": "Business meetings with clients", "employees": "3", "department": "Sales", "project_code": "PROJ_2024_001" }`

Create Report with Expensify API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Expensify, Slack and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,800+apps by most popular

1
-
24
of
2,800+
apps by most popular