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How to Integrate Expensify with BambooHR

Updated on:
April 18, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to connect Expensify (New) with BambooHR using Zapier.

‍

In this tutorial, you’ll learn how to connect Expensify (New) with BambooHR using Zapier.

  1. Open Zapier in your browser and sign in.
  2. Click Create then Zaps on the left sidebar.
  3. In the Trigger step, search for and select BambooHR.
  4. Choose a trigger event (e.g., New Employee) then connect your BambooHR account.
  5. In the Action step, search for Expensify.
  6. Choose an action (e.g., Create Expense Report) then connect your Expensify account.
  7. Map the required fields (e.g., name, email, amount).
  8. Publish to activate the automation.

Note: This automation sends data from BambooHR to Expensify when a trigger occurs. You can reverse the setup depending on your workflow. BambooHR isn’t natively supported in Expensify. You can use tools like Zapier to connect and automate workflows.

📌 Why this matters

Connecting these systems eliminates the manual work of creating expense accounts and reports for new hires, ensuring they can submit expenses from day one. Beyond the obvious time savings, this integration creates a seamless employee experience where HR processes automatically trigger financial workflows. When someone joins your team, their expense reporting capabilities are already configured with the correct approval chains and company policies, reducing IT tickets and preventing the common scenario where new employees can't get reimbursed for weeks.

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