Connect Expensya and Apollo
Integrate Expensya with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when When a new account is created in Apollo in Apollo
Add Receipt to Expensya when When a new account is created in Apollo in Apollo
Add Expense to Expensya when When a new account is created in Apollo in Apollo
List Users from Expensya when When a new account is created in Apollo in Apollo
List Categories from Expensya when When a new account is created in Apollo in Apollo
Popular Expensya + Apollo flows
Start from a real workflow other teams are already running.
Choose a trigger
Expensya
When this happens...
- Request a new Trigger for Expensya
Choose an action
Apollo
Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Search Contacts
Update Contact
Update Deal
Search People by Email
Get Company Details
List All Deals
Search Email Sequences
Add Contacts to Sequence
Remove Contacts From Sequence
Search Accounts
Search People by Filters
Find People by Identifiers
List Expense Reports from Expensya when When a new account is created in Apollo in Apollo
Use this flowAdd Receipt to Expensya when When a new account is created in Apollo in Apollo
Use this flowAdd Expense to Expensya when When a new account is created in Apollo in Apollo
Use this flowList Users from Expensya when When a new account is created in Apollo in Apollo
Use this flowList Categories from Expensya when When a new account is created in Apollo in Apollo
Use this flowFind Projects in Expensya when When a new account is created in Apollo in Apollo
Use this flowList Payment Methods from Expensya when When a new account is created in Apollo in Apollo
Use this flowList Expense Reports from Expensya when When a new contact is created in Apollo in Apollo
Use this flowAdd Receipt to Expensya when When a new contact is created in Apollo in Apollo
Use this flowAdd Expense to Expensya when When a new contact is created in Apollo in Apollo
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Apollo.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Expensya integrations.
List Expense Reports
Find expense reports and return submitter, status, date, and total amount; supports search, date-range filters, status or owner filters, sorting, and pagination.
Add Receipt
Create an expense from a receipt (JPEG, PNG, PDF) and extract its details with OCR.
Add Expense
Create an expense (amount, currency, category, merchant, VAT), optionally attach a receipt or file, and submit it for approval.
List Users
Find users in your Expensya account. Optionally search or filter and view each user's name, email, role, type, and account status.
List Categories
Search and retrieve expense categories, with options to filter, sort, paginate, or find by name or ID.
Find Projects
Find projects in your Expensya account to select, map, or filter in workflows.
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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AI will build it for you
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Expensya and Apollo workflows.
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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
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Apollo 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 Expensya and Apollo 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 Apollo. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Expensya. 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 Expensya and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
