Connect vPlan and Expensya
Integrate vPlan with Expensya to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Expense Reports from Expensya when New or Changed Collection in vPlan
Add Receipt to Expensya when New or Changed Collection in vPlan
Add Expense to Expensya when New or Changed Collection in vPlan
List Users from Expensya when New or Changed Collection in vPlan
List Categories from Expensya when New or Changed Collection in vPlan
Popular vPlan + Expensya flows
Start from a real workflow other teams are already running.
Choose a trigger
vPlan
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
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 or Changed Collection in vPlan
Use this flowAdd Receipt to Expensya when New or Changed Collection in vPlan
Use this flowAdd Expense to Expensya when New or Changed Collection in vPlan
Use this flowList Users from Expensya when New or Changed Collection in vPlan
Use this flowList Categories from Expensya when New or Changed Collection in vPlan
Use this flowFind Projects in Expensya when New or Changed Collection in vPlan
Use this flowList Payment Methods from Expensya when New or Changed Collection in vPlan
Use this flowList Expense Reports from Expensya when New or Updated Card in vPlan
Use this flowAdd Receipt to Expensya when New or Updated Card in vPlan
Use this flowAdd Expense to Expensya when New or Updated Card in vPlan
Use this flowSupported Triggers & Actions
Everything you can automate between vPlan and Expensya.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your vPlan 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 vPlan 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 vPlan triggers actions in Expensya, and a separate workflow where Expensya triggers actions in vPlan. 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 vPlan and Expensya. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire vPlan 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.
