Connect Expensya and Clientjoy
Integrate Expensya with Clientjoy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Customer Added in Clientjoy
Add Receipt to Expensya when New Customer Added in Clientjoy
Add Expense to Expensya when New Customer Added in Clientjoy
List Users from Expensya when New Customer Added in Clientjoy
List Categories from Expensya when New Customer Added in Clientjoy
Popular Expensya + Clientjoy 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
Clientjoy
Automatically do this!
List All Workspaces
List Workspace Members
List All Taxes
List Currencies
List All Customers
Create Customer
Update Customer
List All Invoices
Create Invoice
Update Invoice
Create Lead
Create Proposal
Update Lead
List All Leads
List All Proposals
Update Proposal
Update Proposal Status
Record Invoice Payment
List All Items
List Lead Stages
List All Lead Sources
List Proposal Templates
Mark Invoice As Sent
List Expense Reports from Expensya when New Customer Added in Clientjoy
Use this flowAdd Receipt to Expensya when New Customer Added in Clientjoy
Use this flowAdd Expense to Expensya when New Customer Added in Clientjoy
Use this flowList Users from Expensya when New Customer Added in Clientjoy
Use this flowList Categories from Expensya when New Customer Added in Clientjoy
Use this flowFind Projects in Expensya when New Customer Added in Clientjoy
Use this flowList Payment Methods from Expensya when New Customer Added in Clientjoy
Use this flowList Expense Reports from Expensya when New Lead Is Added in Clientjoy
Use this flowAdd Receipt to Expensya when New Lead Is Added in Clientjoy
Use this flowAdd Expense to Expensya when New Lead Is Added in Clientjoy
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Clientjoy.
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer 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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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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Clientjoy 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 Clientjoy 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 Clientjoy. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Clientjoy, and a separate workflow where Clientjoy 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 Clientjoy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Clientjoy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
