Integrate Centralstation CRM with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Company in Centralstation-crm
Create Expense From Receipt in Expensya when New Company in Centralstation-crm
Create Expense With Receipt in Expensya when New Company in Centralstation-crm
Find Users in Expensya when New Company in Centralstation-crm
List Projects from Expensya when New Company in Centralstation-crm
Start from a real workflow other teams are already running.
Centralstation CRM
When this happens...
New Company
New Person
New Project
New Task
New Deal
Deal Updated
Task Updated
Project Updated
Person Updated
Company Updated
Expensya
Automatically do this!
List Expense Reports
Create Expense From Receipt
Create Expense With Receipt
Find Users
List Projects
List Payment Methods
List Expense Reports from Expensya when New Company in Centralstation-crm
Use this flowCreate Expense From Receipt in Expensya when New Company in Centralstation-crm
Use this flowCreate Expense With Receipt in Expensya when New Company in Centralstation-crm
Use this flowFind Users in Expensya when New Company in Centralstation-crm
Use this flowList Projects from Expensya when New Company in Centralstation-crm
Use this flowList Payment Methods from Expensya when New Company in Centralstation-crm
Use this flowList Expense Reports from Expensya when New Person in Centralstation CRM
Use this flowCreate Expense From Receipt in Expensya when New Person in Centralstation CRM
Use this flowCreate Expense With Receipt in Expensya when New Person in Centralstation CRM
Use this flowFind Users in Expensya when New Person in Centralstation CRM
Use this flowEverything you can automate between Centralstation CRM and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created
Triggers when a new person is created
Triggers when a new project is created
Triggers when a new task is created
Triggers when a new deal is created
Triggers when a deal is updated
Action is the task that follows automatically within your Centralstation CRM integrations.
Retrieves the details of all people
Retrieves the details of the person by email
Retrieves the details of all companies
Retrieves the details of all deals
Retrieves the details of all projects
Retrieves the details of all protocols

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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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CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn moreExpensya (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 moreSign up for a free viaSocket account, then authorize both your Centralstation CRM 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 Centralstation CRM 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 Centralstation CRM triggers actions in Expensya, and a separate workflow where Expensya triggers actions in Centralstation CRM. 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 Centralstation CRM and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Centralstation CRM 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.