What actions can I run in Yokoy?

48 actions are available, including "Get an Expense Attachment", "Get an Expense by ID", and "Get an Expense Receipt", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Yokoy Integrations

Spend management and corporate card automation for finance teams. Wire Yokoy into workflows so reconciliations and notifications stay accurate.

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Watch ExpensesTriggers when new expenses are recorded.
Watch InvoicesTriggers when a new invoice is created.
Watch TransactionsTriggers when a new transaction occurs.
Watch UsersTriggers when a new user is created.
Get an Expense AttachmentRetrieves an expense attachment from the system.
Get an Expense by IDRetrieves an expense using its specific ID.
Get an Expense ReceiptRetrieves a single expense receipt from the service.
Get an InvoiceRetrieves an invoice from the service using specified criteria.
Get an Invoice FileRetrieves an invoice file in PDF format.
Get an Invoice PDF FileRetrieves an invoice PDF file in base64 format.
Get an Organization Supplier by IDRetrieves an organization supplier using the specific ID provided.
Get a Purchase Order by IDRetrieves a purchase order based on its ID.
Get a Supplier by IDRetrieves the information of a supplier using their ID.
Get a Tag by IDRetrieves a tag using the tag's ID.
Get a Transaction by IDRetrieves a transaction using its unique ID.
Get a User by IDRetrieves a user by their ID.
Get Export ArtefactsRetrieves export artefacts from the service to process further or download.
Get Export Job StatusRetrieves the status of an export job by its ID.
List ExpensesRetrieves all expenses from the service.
List Export JobsRetrieves a list of all export jobs.
List InvoicesRetrieves a list of all invoices.
List Purchase OrdersLists all purchase orders.
List SuppliersRetrieves a list of all suppliers who are legal entities.
List SuppliersRetrieves a list of all suppliers for an organization.
List TagsRetrieves all the tags from the service.
List TransactionsRetrieves all transactions from the service.
List UsersLists all users for the organization.
Add a SupplierAdds a supplier as a legal entity to the system.
Create a Card TransactionCreates a card transaction in the system.
Create an InvoiceCreates an invoice in the specified accounting system.
Create a Purchase OrderCreates a purchase order for a specified vendor or supplier.
Create a SupplierCreates a new supplier organization and saves it to the database.
Create a TagCreates a new tag in the specified service.
Create a UserCreates a new user in the system.
Delete a UserDeletes a user from the system.
Make an API CallMakes an arbitrary API call to a specified service.
Modify a Purchase OrderModifies a purchase order.
Modify a SupplierModifies a supplier (legal entity) in the system.
Modify a TagModifies an existing tag in the system.
Remove a TagRemoves a specified tag from an item.
Trigger Expense ExportTriggers when an expense export is initiated.
Update an InvoiceUpdates an invoice with new data or modifications.
Update a Purchase OrderUpdates a purchase order with the specified details.
Update a SupplierUpdates a supplier in the organization.
Update a SupplierUpdates the details of a supplier who is a legal entity.
Update a SupplierUpdates a supplier organization's details.
Update a TagUpdates a tag.
Update a UserUpdates a user in the system with the given information.
Update a UserUpdates a user's information in the system.
Upload an E-InvoiceUploads a new e-invoice to Yokoy.
Upload an InvoiceUploads a new invoice to be processed by Yokoy AI.
Watch Invoice ExportsTriggers when an invoice is exported.

When to use Yokoy

Common scenarios where Yokoy automation saves time and reduces manual work.

React to "Watch Expenses" in Yokoy in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get an Expense by ID" as an automated action in Yokoy so records stay consistent whenever something changes elsewhere in your stack.
Include "Watch Transactions" from Yokoy in larger multi-tool workflows to move data end-to-end without hand-offs.

Use in workflow automation

Start from Yokoy’s Watch Invoices trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get an Invoice File as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 52 ready-made steps for finance work, and every run records what went in and what came back.

Yokoy workflow on the canvas: Watch Invoices then Get an Invoice File

Frequently asked questions

Common questions about automating Yokoy in your workflows.

Yokoy has 4 triggers, including "Watch Expenses", "Watch Invoices", and "Watch Transactions", and more. Use them to start workflows the moment Yokoy events fire — no polling required.

Use in workflow automation

Start from Yokoy’s Watch Invoices trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Get an Invoice File as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 52 ready-made steps for finance work, and every run records what went in and what came back.

Yokoy Integrations

When to use Yokoy

Use in workflow automation

Frequently asked questions

Yokoy Integrations

When to use Yokoy

Connect Yokoy to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Yokoy to any app in workflows

Connect Yokoy to any app in workflows

Connect Yokoy to any app in workflows

Yokoy Integrations

Yokoy triggers and actions

When to use Yokoy

Use in workflow automation

Frequently asked questions

What triggers does Yokoy support?

What actions can I run in Yokoy?

Do I need to write code to automate this?

Is the integration secure?

Yokoy Integrations

Yokoy triggers and actions

When to use Yokoy

Connect Yokoy to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Yokoy support?

What actions can I run in Yokoy?

Do I need to write code to automate this?

Is the integration secure?

Connect Yokoy to any app in workflows

Connect Yokoy to any app in workflows

Connect Yokoy to any app in workflows