Just Like Magic: Save Verified Expense Reports in BizPay Automatically to Your Preferred Cloud Storage Service

Ever wished for a magic solution to effortlessly handle your expense reports? 

Picture this: verified expense reports in BizPay automatically generate PDFs with all attachments and save them directly to your preferred cloud storage service – Google Drive, Dropbox, or OneDrive.

Sounds too good to be true, right? Well, it's not!

Here's how you can dive into the world of automation with BizPay and Zapier:

Step 1: Logging into BizPay Web App

First things first, log in to the BizPay Web App using your credentials with "Admin" role access. Keep in mind that the Zapier integration setup is exclusively available for users with "Admin" privileges.

Step 2: Navigating to Zapier Integration

Once logged in, head over to the "Settings" main tab and select the "Zapier Integration" sub-tab from the left navigation menu.

Step 3: Choosing Your Cloud Service

Select the online cloud service you want to integrate with BizPay. For this tutorial, let's use OneDrive by Microsoft. Click on the workflow card to open the Zap Editor.

Note:- If the pre-configured workflow doesn't align with your chosen app, simply opt for a custom workflow.

Step 4: Setting Up Zapier

If you have a Zapier account, log in. If not, you can easily create one from the pop-up within BizPay itself – it's free!

Step 5: Configuring the Trigger

In the Zap Editor, choose BizPay as the app that starts the Zap section.

Note:- If you have used the pre-configured templates then most of the fields will be auto-populated, in which case you can ignore the relevant step.

Select "New Verified Report" from the trigger dropdown.

Step 6: Testing the Trigger

Follow the steps to test the trigger. You should see data from BizPay regarding verified reports. Select any record and continue.

Step 7: Setting Up the Action

Now, it's time for the action part. Choose your desired cloud storage service – in this case, we're using Microsoft OneDrive.

Select OneDrive from the list of apps. Then select "Upload file" from the actions dropdown.

 For the file name, opt for URLPath from the available fields in BizPay.

Step 8: Testing the Action

Test the action to ensure everything is working smoothly.

Step 9: Done and Dusty!

You're all set! Simply publish the Zap, and the workflow will operate in auto mode.

Whenever an expense report is verified by any user within the organization, a PDF file containing the list of expenses and each attachment will automatically be created and uploaded to OneDrive.

In today's fast-paced world, automation is key. By letting AI take care of the nitty-gritty details, you can focus on what truly matters – your business. BizPay streamlines expense management from advance disbursements to settlements and reimbursements, all through automated flows. And with the power of Zapier integration, the possibilities are endless.

So, what are you waiting for? Dive into the realm of automation with BizPay and Zapier today!