Connect Expensya and OneHash CRM
Integrate Expensya with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Record in OneHash CRM
Create Expense From Receipt in Expensya when New Record in OneHash CRM
Create Expense With Receipt in Expensya when New Record in OneHash CRM
Find Users in Expensya when New Record in OneHash CRM
List Projects from Expensya when New Record in OneHash CRM
Popular Expensya + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
List Expense Reports from Expensya when New Record in OneHash CRM
Use this flowCreate Expense From Receipt in Expensya when New Record in OneHash CRM
Use this flowCreate Expense With Receipt in Expensya when New Record in OneHash CRM
Use this flowFind Users in Expensya when New Record in OneHash CRM
Use this flowList Projects from Expensya when New Record in OneHash CRM
Use this flowList Payment Methods from Expensya when New Record in OneHash CRM
Use this flowList Expense Reports from Expensya when record is created or updated in OneHash CRM
Use this flowCreate Expense From Receipt in Expensya when record is created or updated in OneHash CRM
Use this flowCreate Expense With Receipt in Expensya when record is created or updated in OneHash CRM
Use this flowFind Users in Expensya when record is created or updated in OneHash CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and OneHash CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your Expensya integrations.
List Expense Reports
List expense reports from Expensya with options to search, filter by date range, status, or owner, sort results, and paginate.
Create Expense From Receipt
Upload a receipt to create an expense and extract its details with OCR.
Create Expense With Receipt
Create a new expense by attaching a receipt or photo to capture details (amount, currency, category, merchant, VAT, project/report) with optional files and submit it for approval.
Find Users
Retrieve users from your Expensya account. Optionally search or filter to narrow results and see each user's name, email, role, type, and account status.
List Projects
Retrieve projects from your Expensya account so you can select, map, or filter them in workflows.
List Payment Methods
List payment methods—corporate cards, virtual cards, bank accounts, and wallets—available for expenses and payments.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
