Connect Expensya and Customer.io
Integrate Expensya with Customer.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when Customer Events from Customer.io
Add Receipt to Expensya when Customer Events from Customer.io
Add Expense to Expensya when Customer Events from Customer.io
List Users from Expensya when Customer Events from Customer.io
List Categories from Expensya when Customer Events from Customer.io
Popular Expensya + Customer.io 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
Customer.io
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List campaigns
Create manual segment
Delete a segment
List Expense Reports from Expensya when Customer Events from Customer.io
Use this flowAdd Receipt to Expensya when Customer Events from Customer.io
Use this flowAdd Expense to Expensya when Customer Events from Customer.io
Use this flowList Users from Expensya when Customer Events from Customer.io
Use this flowList Categories from Expensya when Customer Events from Customer.io
Use this flowFind Projects in Expensya when Customer Events from Customer.io
Use this flowList Payment Methods from Expensya when Customer Events from Customer.io
Use this flowList Expense Reports from Expensya when Email Events in Customer
Use this flowAdd Receipt to Expensya when Email Events in Customer
Use this flowAdd Expense to Expensya when Email Events in Customer
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Customer.io.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Events
Triggers when Events are performed on customer
Email Events
Triggers when Events are performed on Email.
In-app Message Events
Triggers when Events are performed on messages.
Push Events
Triggers when a push notification is drafted.
SMS Events
Trigger when an SMS delivery event happens (e.g., sent, delivered, failed, opened, clicked).
Slack Events
Triggers when a slack message is drafted, attempted, sent, clicked, failed or undelivered.
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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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.
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About Customer.io
Customer.io is a versatile marketing automation platform designed to help businesses create, send, and optimize targeted email campaigns. It enables users to engage with their audience through personalized messaging and automated workflows, ensuring effective communication and improved customer relationships.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Customer.io 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 Customer.io 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 Customer.io. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Customer.io, and a separate workflow where Customer.io 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 Customer.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Customer.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
