Add Navan to your AI agent
Navan provides business travel, expense, transaction, user, audit, and custom-field APIs for company integrations. This connection currently supports US-hosted Navan companies only; EU accounts require a different host and the EU-only X-ta-region header.
- Things your agent can do in Navan
- 26
Things your AI can do in Navan
Your FormWise AI can handle any of these in Navan — on its own, without you needing to click a button.
Download Transaction Receipt
Download a transaction receipt, electronic receipt, or missing-receipt affidavit. Navan redirects to a five-minute presigned URL; the redirect is followed immediately and the final PDF, JPEG, or PNG is returned as a file.
Get Custom Field
Get one company Navan Expense custom-field definition by its provider field name. Use the custom-field name, such as customField1 or projects, rather than the field's display label.
Get Custom Field Job
Get the current status, operation counts, timestamps, and up to 50 errors for an asynchronous Navan custom-field option job.
Get Expense User
Get one eligible-company Navan Expense user by ID. Site-admin users are not returned and produce a not-found response.
Get Transaction
Get one Navan Expense transaction by its ID for an ad-hoc lookup. The response preserves the concrete _type discriminator and provider-specific fields. Use the generic bulk-by-ID transaction action instead of repeatedly calling this action for a list of IDs.
Get Transaction Receipt Links
Return seven-day presigned receipt, electronic-receipt, and affidavit URLs for one Navan Expense transaction. This endpoint returns JSON links and does not follow the separate receipt-download redirect.
Import Trip
Import an external trip and any supplied flight, hotel, rail, car, or black-car bookings into Navan.
List Adjustments
Return one cursor page of credit and debit adjustments for a documented date search and optional filters. Navan documents at least one single-date filter or matching date range for normal search. Dates are YYYY-MM-DD UTC, cannot precede the first day of the month two months before the current month, and ranges may not exceed 93 days.
List Audit Logs
Return one cursor page of ERP and accounting-settings audit events for eligible companies within a required RFC3339 window of at most 31 days.
List Bookings
Return one page of company booking rows filtered by booking, trip, status, type, or epoch-second time ranges, optionally including transactions.
List Card Transactions
Return one cursor page of Navan card transactions for a documented date search and optional transaction filters. At least one date filter is required; dates use YYYY-MM-DD UTC, the earliest allowed date is the first day of the month two months before the current month, and ranges may span at most 93 days.
List Connect Transactions
Return one cursor page of external card-integration transactions. At least one single-date or date-range filter is required; dates use YYYY-MM-DD UTC, must be within Navan's documented lookback, and ranges cannot exceed 93 days.
Show 14 more things it can do
List Custom Fields
List all Navan Expense custom-field definitions for the company.
List Daily Rebates
Return one cursor page of daily rebates for a required documented date search and optional transaction filters.
List Disputes
Return one cursor page of Navan disputes, including provisional credits and reversals for EUR and GBP, for a required documented date search and optional transaction filters.
List Expense Users
Return one cursor page of company Expense users filtered by text, enabled state, guest state, or administrator role. This endpoint is available only to eligible companies and excludes site-admin users.
List Fees
Return one cursor page of direct-reimbursement, foreign-exchange, and platform fees. Navan requires at least one single-date filter or date-range bound; dates are UTC YYYY-MM-DD, cannot precede the first day of the month two months before the current month, and complete ranges may not exceed 93 days.
List Manual Transactions
Return one cursor page of manual expenses, reimbursements, and payroll transactions. Navan requires at least one single-date filter or matching date range for normal search; dates are UTC YYYY-MM-DD, cannot precede the first day of the month two months before the current month, and ranges may not exceed 93 days. Parameter combinations remain permissive so Navan can apply its documented contract.
List Repayments
Return one cursor page of user repayments for a required documented date search and optional transaction filters.
List Statement Payments
Return one cursor page of statement payments and statement payment refunds for a required documented date search. Use activity_type to distinguish Statement Payment from Statement Payment Refund records.
List TMC Users
Return one documented page of TMC company users.
List Transaction Activities
Return one cursor page of activity history for a single Navan Expense transaction, newest first. The transaction must belong to the connected company; optionally filter to public or administrator-private activity. This endpoint is available only to eligible companies.
List Transaction Receipts
Return one cursor page of receipt links for selected Navan transaction families and a documented date search. Transactions without receipts are included with null links; returned presigned URLs should not be cached.
List Transactions
Return one cursor page across selected Navan transaction families, or fetch a batch using repeated transaction IDs. Normal search requires transaction types and at least one documented date filter. Bulk-ID mode does not require type or date; Navan does not specify that they must be absent, so combinations are passed through.
Submit Custom Field Option Operations
Submit 1 to 5,000 CREATE, UPDATE, UPSERT, or DELETE operations for one Navan custom field as an asynchronous job. This action can delete options; poll the returned job ID to determine completion.
Update Transactions
Update supported ERP, accounting, HR, and custom-field values for 1 to 100 Navan transactions. Navan processes each item independently, so a successful HTTP response can contain both successful and failed item outcomes. Updated transaction data may take up to four hours to appear in GET results.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Navan is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Navan, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Navan for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Navan work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Navan to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Navan in your connected apps
Inside FormWise, open Connectors and look for Navan.
- 3
Hit "Connect"
Click "Connect Navan" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Navan
Build a quick AI Agent (it's like writing instructions, not code), and pick the Navan actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Navan for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Navan workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Navan users had before signing up
Do I need to know how to code?
Not even a little. If you can use Navan today, you can set this up. You'll connect Navan, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Navan login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Navan or delete everything any time.
What happens when Navan updates their app?
We handle it. When Navan adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Navan takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Navan — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Navan on FormWise
Navan provides business travel, expense, transaction, user, audit, and custom-field APIs for company integrations. This connection currently supports US-hosted Navan companies only; EU accounts require a different host and the EU-only X-ta-region header.
Connect Navan once and your FormWise AI gets 26 things it can do inside it. That means your AI can handle the Navan work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Navan? Take a look at navan.com.
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Stop doing the Navan work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.