Route expense claims to the right approver automatically

Step 1 of 13

01 / 13n8n Form Trigger

Build the claim submission form

Create a workflow and add an n8n Form Trigger. This is what employees use to submit a claim, so keep the fields simple and specific.

The n8n panel for: Build the claim submission form6 things to set here
  1. 1Open the n8n Form Trigger node — double-click it on the canvas
  2. 2Form Title — copy the value below
  3. 3Field: Employee Name — copy the value below
  4. 4Field: Employee Email — copy the value below
  5. 5Field: Amount — copy the value below
  6. 6Check before moving on — Submitting the form produces an item with all five fields filled in.
n8n Form Trigger panel in n8nTap to enlarge
Form Title
Expense Claim
Field: Employee Name
Single line text, required
Field: Employee Email
Single line text, required
Field: Amount
Number, required
Field: Category
Dropdown: Travel, Meals, Equipment, Other
Field: Description
Paragraph text, required
Checkpoint
Submitting the form produces an item with all five fields filled in.