What Receipt Bank triggers and actions are supported by Zapier?

Zapier is a tool used to connect softwares together. Connections are built from a Trigger (an event that causes something to happen), and an Action (the thing that happens).

You can set up the following Triggers and Actions with Receipt Bank on Zapier:

Triggers:

• New Processed Receipt
• New Exported Receipt

Actions:

• Create New Client Account
• Submit Receipts
• Schedule Notifications

Triggers:
Triggers are events that start a Zap. Once the trigger event has occurred, the action will take place.

1. New Processed Receipt

Event:
Receive a notification whenever a certain number of newly-processed items have been uploaded to an account on Receipt Bank. This can be set up in Zapier where you can decide on an item threshold for notifications and for specific clients.

Example:
Receive a Gmail notification (email) after 10 new items have been uploaded to a Receipt Bank account

2. New Exported Receipt

Event:
Export specific data from items that have been uploaded to a Receipt Bank account

Example:
Export the Submitter, Supplier, Total Value and Date (other fields of data are also available) of all submitted items to an Excel spreadsheet after they’ve been uploaded to Receipt Bank. 

Note: To be able to view an attached image outside of Receipt Bank you need to make sure Image sharing is turned on in the Account details settings in your Receipt Bank account. 

Actions:
Actions are what’s affected after a Zap happens. Once the trigger event has occurred, the action will take place.

1. Create New Client Account

Event:
Create a new Client Account whenever the trigger event takes place. Ensure that you have the first name, last name, email address, and phone number for each client. 

Example:
Simplify adding new clients to Receipt Bank by creating a Google Form/Typeform that - whenever the form is completed - creates a new client account and invites any account users.

2. Submit Receipts

Event:
Upload images from a folder or database

Example:
Upload items to Google Drive and they’ll automatically be uploaded to Receipt Bank.

3. Schedule Notifications

Note: you need a Zapier Premium account to use this action

Event:
Schedule a notification that details the number of new items processed by Receipt Bank in a specific time period

Example:
Every 3 hours of the working day, my team receives a Slack notification detailing how many new items have been processed by Receipt Bank.