Connect Prosaic with Zapier

Introduction

Zapier allows you to automate workflows by connecting Prosaic to thousands of other apps. This guide will walk you through the steps to connect Prosaic to Zapier, enabling you to automate various tasks such as posting expenses, syncing data, and more.

To connect Prosaic with HNRY via Zapier, follow this guideline, which enables you to set up a free integration using our invite-only Zapier app.

Requirements

Before you start, ensure you have the following:

• A Prosaic account
• A Zapier account (you will need a paid plan that supports Webhooks - unless you are just sending expenses to HNRY then follow this guide )
• The necessary permissions to access Prosaic data

Prosaic is designed to sync the expenses to Zapier as follows:

1. Expenses that Prosaic automatically detects are business expenses from bank feeds, or
2. Any expenses that you manually select as a business expense in Prosaic

Once set up, Prosaic will sync expenses every 5 minutes. If you manually claim an expense in Prosaic, for example, it will appear on the next sync. Or automatically overnight when Prosaic detects anything from bank feeds.

To test the Prosaic integration with Zapier, follow the steps below to set up. You can test the data that is shared with your app in two ways

• Using example data provided during your set up or
• Using live data, by signing into Prosaic, and 'claiming' any expense
• You will need to wait ~5 min for this claimed expense to then appear in Zapier or your connected app

Steps to Connect Prosaic to Zapier

Step 1: Log in to Zapier

• Go to Zapier's website and log in to your account.
• If you do not have an account, click on "Sign Up" and follow the instructions to create one.

Step 2: Create a New Zap

• Once logged in, click on the "Make a Zap" button.
• Give your Zap a name that reflects the task you want to automate (e.g., "Sync Prosaic Expenses to Google Sheets").

Step 3: Set Up the Trigger

• In the "Choose App & Event" section, search for "Webhooks by Zapier" and select it.
• Choose the trigger event that you want to use. Generally this should be "Catch Raw Hook" Click "Continue."

• In the next step ("Trigger") you'll be asked if you want to "Pick Off Child Key". You can ignore this step and continue.
• You will then be presented with a unique 'Webhook URL'. Copy this URL - you will use this in the next step to send data from Prosaic

Step 4: Connect Your Prosaic Account

• Sign into your Prosaic account and navigate to "Settings > Integrations"
• Find the Zapier section and post the Webhook URL from Zapier and save it

Step 5: Test the trigger by claiming an expense in Prosaic

• Prosaic sends expenses to Zapier on a schedule, approx every 5 minutes.
• To test that the webhook is working, log into Prosaic, navigate any expense category, then 'Claim' any expense.

• Check back in Zapier in approx 5 minutes and you should be able to initiate a 'Test Trigger'

Which should return a result which looks like this:

• You can see the expense data in the file above. You'll be able to use this in your actions in the next steps.

Step 6: Set Up the Action

• In the "Choose App & Event" section, search for the app you want to connect Prosaic to (e.g., Google Sheets, Trello, HNRY etc.).
• Select the action event you want to perform (e.g., "Create Spreadsheet Row" for Google Sheets).
• Click "Continue."

Step 7: Customise the Action

1. Map the fields from Prosaic to the fields in the action app. For example, if you are syncing expenses to HNRY, map the expense details to the corresponding columns in your sheet.
2. Click "Continue."

Step 8: Test Your Zap with Sample Data

1. Zapier will prompt you to test your Zap. Click on "Test & Review" to ensure everything is working correctly.
2. If the test is successful, you will see the example data appear in the connected app.
3. Click "Turn on Zap" to activate your automation

Step 9: Manage Your Zap

1. You can view and manage your Zaps from the Zapier dashboard.
2. Make any necessary adjustments to your Zaps as needed.

Common Use Cases

Here are some common use cases for connecting Prosaic to Zapier:

• Syncing Expenses to a Google Sheet: Automatically create a new row in a Google Sheet every time a new expense is recorded in Prosaic.
• Posting Updates to Slack: Send a Slack message whenever a significant event occurs in Prosaic, such as a high-value expense.
• Creating Tasks in Trello: Automatically create a Trello card for each new expense, helping you keep track of financial tasks.

Troubleshooting

If you encounter any issues while connecting Prosaic to Zapier, consider the following tips:

• Check Permissions: Ensure that Prosaic has the necessary permissions to access your data.
• Review Zapier Logs: Zapier provides detailed logs for each Zap, which can help identify any errors.
• Contact Support: If you are unable to resolve an issue, contact Prosaic or Zapier support for assistance.

Conclusion

Connecting Prosaic to Zapier opens up a world of automation possibilities, helping you save time and streamline your workflows. By following the steps outlined in this guide, you can easily set up Zaps to automate various tasks and enhance your productivity.