Connect Bigin and Expensya
Integrate Bigin with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Contact Created in Bigin
Add Receipt to Expensya when New Contact Created in Bigin
Add Expense to Expensya when New Contact Created in Bigin
List Users from Expensya when New Contact Created in Bigin
List Categories from Expensya when New Contact Created in Bigin
Popular Bigin + Expensya flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
Expensya
Automatically do this!
List Expense Reports
Add Receipt
Add Expense
List Users
List Categories
Find Projects
List Payment Methods
List Expense Reports from Expensya when New Contact Created in Bigin
Use this flowAdd Receipt to Expensya when New Contact Created in Bigin
Use this flowAdd Expense to Expensya when New Contact Created in Bigin
Use this flowList Users from Expensya when New Contact Created in Bigin
Use this flowList Categories from Expensya when New Contact Created in Bigin
Use this flowFind Projects in Expensya when New Contact Created in Bigin
Use this flowList Payment Methods from Expensya when New Contact Created in Bigin
Use this flowList Expense Reports from Expensya when New Deal Is Created in Bigin
Use this flowAdd Receipt to Expensya when New Deal Is Created in Bigin
Use this flowAdd Expense to Expensya when New Deal Is Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
About Expensya
Expensya (part of Medius) is an AI-powered spend and expense management platform that automates receipt capture and expense reporting with OCR, enforces policies and approvals, issues corporate/virtual cards with budgets, and supports multi-currency, multi-country compliance, and legal archiving. It integrates with ERPs, HR/payroll, banks, and travel tools to give finance teams full visibility, stronger compliance, and faster reimbursements, with interactive analytics and mobile apps.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and Expensya accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and Expensya as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Expensya. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in Expensya, and a separate workflow where Expensya triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and Expensya integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
