Connect Procore and Expensya
Integrate Procore with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Procore + Expensya flows
Start from a real workflow other teams are already running.
Choose a trigger
Procore
When this happens...
Project Updated
When a punch list item 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 Project Updated in Procore
Use this flowAdd Receipt to Expensya when Project Updated in Procore
Use this flowAdd Expense to Expensya when Project Updated in Procore
Use this flowList Users from Expensya when Project Updated in Procore
Use this flowList Categories from Expensya when Project Updated in Procore
Use this flowFind Projects in Expensya when Project Updated in Procore
Use this flowList Payment Methods from Expensya when Project Updated in Procore
Use this flowList Expense Reports from Expensya when When a punch list item is updated in Procore
Use this flowAdd Receipt to Expensya when When a punch list item is updated in Procore
Use this flowAdd Expense to Expensya when When a punch list item is updated in Procore
Use this flowSupported Triggers & Actions
Everything you can automate between Procore and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
Project Updated
Fix Procore webhook payload_version from v2 to v2.0 to resolve 400 BAD_REQUEST during subscribe.
When a punch list item is updated
Runs the workflow automatically whenever a punch list item is updated.
Do thisActions
Action is the task that follows automatically within your Procore integrations.
List Projects
List all projects for a selected company.
Add Worker to Company
Create a new worker in a specified company.
Create Project
Create a new project. Projects cannot be deleted in Procore, so this action is permanent and cannot be undone.
Add Company Contact
Add a new contact to a company in Procore.
Copy Company Cost Codes to Project
Copy all standard company cost codes into a project's cost code list.
Create Project Submittal
Create a project submittal with number, title, dates, manager, and other details.
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 Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn moreAbout 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 Procore 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 Procore 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 Procore triggers actions in Expensya, and a separate workflow where Expensya triggers actions in Procore. 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 Procore and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Procore 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.
