# Connect Userflow to Expensify When **Checklist Completed** fires in [Userflow](https://apiant.ai/connections/userflow), your agent runs **Add policy** in [Expensify](https://apiant.ai/connections/expensify). Describe the whole flow and it is built, tested on every scenario and kept running. Userflow **14** triggers Userflow **5** actions Expensify **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Userflow and Expensify to do together? Give your AI client this address. `https://mcp.apiant.ai` Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Userflow can start in Expensify - When **Checklist Completed** in Userflow then **Add policy** in Expensify - When **Checklist Task Completed** in Userflow then **Create Expense Report** in Expensify Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Userflow and Expensify ## Triggers and actions 14 triggers · 15 actions - Trigger **Checklist Completed** Triggered when a user finishes every task in a Userflow checklist. - Trigger **Checklist Dismissed/Ended** Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason. - Trigger **Checklist Started** Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason. - Trigger **Checklist Task Completed** Triggered when a user completes a single task inside a Userflow checklist. - Trigger **Event Tracked** Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them. - Trigger **Flow Completed** Triggered when a user completes a Userflow flow by reaching its goal step. - Trigger **Flow Dismissed/Ended** Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason. - Trigger **Flow Started** Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason. - Trigger **Group Created/Updated** Triggered when a group (a company or account) is created or changed in Userflow. - Trigger **Launcher Activated** Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it. - Trigger **Launcher Dismissed** Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot). - Trigger **Launcher Seen** Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user. - Trigger **Question Answered** Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type. - Trigger **User Created/Updated** Triggered when a user is created or changed in Userflow. - Action **Create/Update Group** Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed. - Action **Create/Update User** Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group. - Action **Find Group** Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them. - Action **Find User** Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them. - Action **Track Event** Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users. - Action **Add policy** /Integration-Server/ExpensifyIntegrations type=create, inputSettings.type=policy (policyName, plan, owner). Creates a new policy/workspace. - Action **Create Expense Report** Only for Expensify Premium users! Creates a new expense report. - Action **Create Single Expense** Creates a single expense item. - Action **Export Report to PDF** Given a Report ID (from a trigger), export that report to a PDF document. - Action **Find Report** Retrieves a specific expense report, using the report's number. - Action **Get policy** /Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policy, policyIDList. Returns policy details (categories, tags, employees, report fields). - Action **List policies** /Integration-Server/ExpensifyIntegrations type=get, inputSettings.type=policyList. Lists policies (workspaces) accessible to the user. - Action **Update policy categories** /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, categories payload. Replaces/updates categories on a policy. - Action **Update policy employees** /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=employees (policyID, file CSV/JSON of employees). Adds or updates employees and approval chain on a policy. - Action **Update policy tags** /Integration-Server/ExpensifyIntegrations type=update, inputSettings.type=policy, tags payload. Updates tags on a policy. ## Each app on its own - [ **Userflow** Userflow is a user onboarding platform, which lets your whole team build customized in-app tours, checklists...](https://apiant.ai/connections/userflow) - [ **Expensify** Expensify is a tool for automating expense tracking, receipt scanning, and reporting, with integrations for...](https://apiant.ai/connections/expensify) Reviews ## What our customers say ## More from Userflow - [ **Userflow to Visual Crossing** Global historical and weather forecast data](https://apiant.ai/connect/userflow-to-visual-crossing) - [ **Userflow to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/userflow-to-zoom) - [ **Userflow to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/userflow-to-webflow) - [ **Userflow to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/userflow-to-wix) - [ **Userflow to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/userflow-to-linkedin) - [ **Userflow to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/userflow-to-facebook) ## More into Expensify - [ **HubSpot to Expensify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-expensify) - [ **Salesforce to Expensify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-expensify) - [ **Slack to Expensify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-expensify) - [ **Google Sheets to Expensify** Google Sheets](https://apiant.ai/connect/google-sheets-to-expensify) - [ **Gmail to Expensify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-expensify) - [ **Google Calendar to Expensify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-expensify) Questions ## Userflow and Expensify, answered ### ### What can start an automation from Userflow? Any of Userflow's 14 triggers in the catalog, including Checklist Completed, Checklist Task Completed, Flow Completed and Group Created/Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Expensify when something happens in Userflow? Any of Expensify's 10 actions, including Create Expense Report, Create Single Expense, Update policy categories and Update policy employees. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Expensify to Userflow? Expensify has no triggers in the catalog today, so automations start in Userflow. If you need the other direction, ask: your agent reads Expensify's API documentation and adds it. ### ### Do I have to build a connector for Userflow or Expensify? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.