Connect Membrain and Expensya
Integrate Membrain with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New Activity Created in Membrain
Add Receipt to Expensya when New Activity Created in Membrain
Add Expense to Expensya when New Activity Created in Membrain
List Users from Expensya when New Activity Created in Membrain
List Categories from Expensya when New Activity Created in Membrain
Popular Membrain + Expensya flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an action
Expensya
Automatically do this!
List Expense Reports
Add Receipt
Add Expense
List Users
List Categories
Find Projects
List Payment Methods
List Expense Reports from Expensya when New Activity Created in Membrain
Use this flowAdd Receipt to Expensya when New Activity Created in Membrain
Use this flowAdd Expense to Expensya when New Activity Created in Membrain
Use this flowList Users from Expensya when New Activity Created in Membrain
Use this flowList Categories from Expensya when New Activity Created in Membrain
Use this flowFind Projects in Expensya when New Activity Created in Membrain
Use this flowList Payment Methods from Expensya when New Activity Created in Membrain
Use this flowList Expense Reports from Expensya when New Sales Project Created in Membrain
Use this flowAdd Receipt to Expensya when New Sales Project Created in Membrain
Use this flowAdd Expense to Expensya when New Sales Project Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
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.
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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membrain and Expensya 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 Membrain and Expensya 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 Expensya. No coding required.
Yes. You can set up a workflow where Membrain triggers actions in Expensya, and a separate workflow where Expensya triggers actions in Membrain. 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 Membrain and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain and Expensya integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.