Connect Expensya and Simpro
Integrate Expensya with Simpro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Company Customer in Simpro
Add Receipt to Expensya when New Company Customer in Simpro
Add Expense to Expensya when New Company Customer in Simpro
List Users from Expensya when New Company Customer in Simpro
List Categories from Expensya when New Company Customer in Simpro
Popular Expensya + Simpro 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
Simpro
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
List Expense Reports from Expensya when New Company Customer in Simpro
Use this flowAdd Receipt to Expensya when New Company Customer in Simpro
Use this flowAdd Expense to Expensya when New Company Customer in Simpro
Use this flowList Users from Expensya when New Company Customer in Simpro
Use this flowList Categories from Expensya when New Company Customer in Simpro
Use this flowFind Projects in Expensya when New Company Customer in Simpro
Use this flowList Payment Methods from Expensya when New Company Customer in Simpro
Use this flowList Expense Reports from Expensya when Company Customer Updated in Simpro
Use this flowAdd Receipt to Expensya when Company Customer Updated in Simpro
Use this flowAdd Expense to Expensya when Company Customer Updated in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Expensya and Simpro.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job 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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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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Expensya and Simpro 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 Simpro 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 Simpro. No coding required.
Yes. You can set up a workflow where Expensya triggers actions in Simpro, and a separate workflow where Simpro 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 Simpro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Expensya and Simpro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
