Connect Expensya and Planyo Online Booking
Integrate Expensya with Planyo Online Booking to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when Customer Is Updated in Planyo Online Booking
Create Expense From Receipt in Expensya when Customer Is Updated in Planyo Online Booking
Create Expense With Receipt in Expensya when Customer Is Updated in Planyo Online Booking
List Users from Expensya when Customer Is Updated in Planyo Online Booking
List Categories from Expensya when Customer Is Updated in Planyo Online Booking
Popular Expensya + Planyo Online Booking 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
Planyo Online Booking
Automatically do this!
Create Customer
Create Reservation
Create Vacation
List Expense Reports from Expensya when Customer Is Updated in Planyo Online Booking
Use this flowCreate Expense From Receipt in Expensya when Customer Is Updated in Planyo Online Booking
Use this flowCreate Expense With Receipt in Expensya when Customer Is Updated in Planyo Online Booking
Use this flowList Users from Expensya when Customer Is Updated in Planyo Online Booking
Use this flowList Categories from Expensya when Customer Is Updated in Planyo Online Booking
Use this flowFind Projects in Expensya when Customer Is Updated in Planyo Online Booking
Use this flowList Payment Methods from Expensya when Customer Is Updated in Planyo Online Booking
Use this flowList Expense Reports from Expensya when New Reservation in Planyo Online Booking
Use this flowCreate Expense From Receipt in Expensya when New Reservation in Planyo Online Booking
Use this flowCreate Expense With Receipt in Expensya when New Reservation in Planyo Online Booking
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Planyo Online Booking.
When this happensTriggers
A trigger is an event that starts a workflow.
Customer Is Updated
Runs when Customer Is Updated
New Reservation
Runs when New Reservation Is Created
Reservation Is Checked In
Runs when Reservation Is Checked In
Reservation Is Checked Out
Runs when Reservation Is Checked Out
Reservation Cancelled By Admin
Runs when reservation cancelled by admin
Admin Modifies Reservation
Runs when admin modifies reservation
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.
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.
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.
Learn more
About Planyo Online Booking
Planyo is an online reservation system which can be used by any business taking bookings. It's used, amongst others, by businesses offering vacation properties, car rentals, hotels, driving schools, yacht charters, doctors and therapists, conference rooms, tennis courts, car parks, event tickets or any other bookings you could imagine.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Planyo Online Booking 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 Planyo Online Booking 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 Planyo Online Booking. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Planyo Online Booking, and a separate workflow where Planyo Online Booking 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 Planyo Online Booking. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Planyo Online Booking integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
