This article describes how to authorize Lark Flow to connect to your Expensify account and configure settings.
Lark Flow is an automation tool that allows you to integrate different apps and services into automated workflows. For more information about using Lark Flow, please check .
Connecting Lark Flow and your Expensify account allows you to get notified about the progress of your expense reports in Lark, so you can decide the next steps upon receiving notifications. For example, you can ask Lark Flow to list all the reports submitted for your approval in a sheet every week, and send the sheet to you every Friday via Lark message.
- 1.Create a flow
Enter the Lark Flow homepage and click + Create. Click + to set the trigger for the flow.
In the App step, click the Expensify icon. In the Trigger step, select a business scenario as appropriate.
Note: You can also click the Expensify app icon in the app homepage - Popular Apps section to check the Expensify page, where some frequently used templates are provided.
- 2.Authorize account access
In the Event step, select your Expensify account in the dropdown if you've connected it to Lark Flow. Click Confirm to finish this step.
If you don't see your account in the dropdown, click Add an account to open the account authorization page. In this page, you must enter the credentials for your Expensify account, partnerUserID and partnerUserSecret.
To get the credentials, log in to , find the values, and paste them to the authorization page. Click Confirm to finish the authorization.
Now back to Lark Flow. Select your Expensify account from the dropdown and click Confirm.
- 3.Set actions
In the Select an Action section, click the + to set an action once the flow is triggered. For example, once a comment is posted to your expense report (the trigger), you can specify the action as sending you a Lark message, or saving the comment in a file.
For more information about how to specify actions in Lark Flow, see .