Connect Expensya and Raisely
Integrate Expensya with Raisely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Expensya + Raisely 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
Raisely
Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
List Expense Reports from Expensya when New Campaign in Raisely
Use this flowAdd Receipt to Expensya when New Campaign in Raisely
Use this flowAdd Expense to Expensya when New Campaign in Raisely
Use this flowList Users from Expensya when New Campaign in Raisely
Use this flowList Categories from Expensya when New Campaign in Raisely
Use this flowFind Projects in Expensya when New Campaign in Raisely
Use this flowList Payment Methods from Expensya when New Campaign in Raisely
Use this flowList Expense Reports from Expensya when New Profile in Raisely
Use this flowAdd Receipt to Expensya when New Profile in Raisely
Use this flowList Users from Expensya when New Profile in Raisely
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Raisely.
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a new fundraising campaign is created.
New Profile
Triggers when a profile is created within a fundraising campaign.
Profile Updated
Triggers when a fundraising profile is changed, receives a donation, or logs exercise activity.
New Online Donation
Triggers when a new online donation (via credit card or PayPal) is made in your campaign.
New Person
Triggers when a person is created within a fundraising campaign.
New Interaction
Triggers when a new custom interaction is created on a person in Raisely CRM.
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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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 Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Raisely 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 Raisely 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 Raisely. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Raisely, and a separate workflow where Raisely 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 Raisely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Raisely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
