PEX and Salesflare
How to connect PEX
- Via Zapier — 7 operations available. Set it up ↗
About PEX
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.
PEX operations on Zapier
Triggers (1)
Start a workflow when this happens
- Purchase Is Made — Fires when a new purchase is made
Actions (5)
Things Salesflare can make it do
- Add Tag Option — Adds an option to a dropdown tag
- Download Receipts — Downloads receipts for a transaction
- Fund Card — Add funds to a card
- Order Card — Create cardholder account
- Zero Card — Remove all funds (zero) a card
Searches (1)
Look up existing records
- Find Cardholder — Find a cardholder by account ID, name, or custom ID
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