Brex and Salesflare
How to connect Brex
- Via Zapier — 30 operations available. Set it up ↗
- Via Make — 5 modules available. Set it up ↗
What you can automate
- When new Account in Salesflare, create Vendor in Brex.
- When new Task in Salesflare, create Card in Brex.
About Brex
Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.
Brex operations on Zapier
Triggers (3)
Start a workflow when this happens
- Pending Card Transactions — Triggers when a card has pending transactions
- Transfer Failed — Triggers when a transfer has failed
- Transfer Processed — Triggers when an incoming or outgoing transfer has been processed
Actions (17)
Things Salesflare can make it do
- Create Card — Creates a card
- Create Department — Creates a Department
- Create Location — Creates a Location
- Create Transfer — Creates a new transfer
- Create User — Creates a User
Show 12 more actions
- Create Vendor — Creates a Vendor
- Creates a Budget - “Brex Empower” Customers Only — Creates a new Budget
- Disable User — Disables a User.
- Email Card Details — Lets you send an email with a secure link to get card details (card number, exp, cvc).
- List Cash Accounts — Lists all the existing cash accounts with their status
- List Expenses — Lists all card expenses with merchant details
- Search or Create Department — Searches or creates Departments.
- Search or Create Location — Searches or creates Location.
- Set User Limit — Sets the limit for user
- Update User — Updates a User
- Update Vendor by Name — Updates a Vendor matching provided name
- Update a Budget - “Brex Empower” Customers Only — Make changes to an existing Budget
Searches (10)
Look up existing records
- Find Department by Name — Finds a Department by Name
- Find Location by Name — Finds a Location by Name
- Find User by Email — Finds a User by Email
- Find Vendor by Name — Finds a vendor based on name.
- Find a Card by ID — Finds a Card based on its ID.
Show 5 more searches
- Find a User — Finds a User by ID.
- Get Card Number — Retrieves card number, CVV, and expiration date of a card by ID.
- Get Card Transactions — List Brex Card transactions
- Get Cash Transactions — List Brex Cash transactions
- Get a Budget - “Brex Empower” Customers Only — Searches for a Budget
Brex operations on Make
Actions (2)
Things Salesflare can make it do
- Create a Budget — Creates a budget.
- Make an API Call — Performs an arbitrary authorized API call.
Searches (3)
Look up existing records
- List Budgets — Lists Budgets belonging to this account.
- List Expenses — List expenses
- List Transactions — Lists all settled transactions for card accounts.
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