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Customize your Brex and Replicon integration with the following
triggers and actions.
Triggers
When this happens…
Replicon
- New clientNew client created in Replicon
- New or updated invoice ready to syncNew/updated ready to sync invoice in Replicon
- New projectNew project created in Replicon
- New userNew user created in Replicon
Any other trigger you can think up
Actions
Do this…
Brex
- List users in BrexThis endpoint lists all users.
- Invite user to BrexThis endpoint invites a new user as an employee.
- Get current user in BrexThis endpoint returns the user associated with the OAuth2 access token.
- Get user in BrexThis endpoint returns a user by ID.
- Update user in BrexThis endpoint updates a user. Any parameters not provided will be left unchanged.
- Get limit for the user in BrexThis endpoint gets the monthly limit for the user including the monthly available limit.
- Set limit for the user in BrexThis endpoint sets the monthly limit for a user. The limit amount must be non-negative.
- List locations in BrexThis endpoint lists all locations.
- Create location in BrexThis endpoint creates a new location.
- Get location in BrexThis endpoint gets a location by ID.
- List departments in BrexThis endpoint lists all departments.
- Create department in BrexThis endpoint creates a new department.
- Get department in BrexThis endpoint gets a department by ID.
- Lists all cards by a user_id in BrexLists all cards by a user_id. Only cards with limit_type = CARD have spend_controls.
- Create card in BrexThis endpoint creates a new card.
- Get card in BrexThis endpoint retrieves a card by ID.
- Update card in BrexThis endpoint updates an existing vendor card.
- Lock card in BrexThis endpoint locks an existing card.
- Get card number in BrexThis endpoint retrieves card number, CVV, and expiration date of a card by ID.
- Terminate card in BrexThis endpoint terminates an existing card.
- Unlock card in BrexThis endpoint unlocks an existing card.
- Get company in BrexThis endpoint returns the company associated with the OAuth2 access token.
- Lists vendors in BrexThis endpoint lists all existing vendors for an account. Takes an optional parameter to match by vendor name.
- Create vendor in BrexThis endpoint creates a new vendor.
- Get vendor in BrexThis endpoint retrieves a vendor by ID.
- Update vendor in BrexThis endpoint updates an existing vendor.
- Delete vendor in BrexThis endpoint deletes an existing vendor.
- Lists transfers in BrexThis endpoint lists existing transfers for an account Currently, the API can only return transfers for the following payment rails: ACH, DOMESTIC_WIRE, CHEQUE, INTERNATIONAL_WIRE
- Create transfer in BrexThis endpoint creates a new transfer.
- Get transfer in BrexThis endpoint retrieves a transfer by ID.
- List transactions for the primary card account in BrexThis endpoint lists all settled transactions for the primary card account.
- List transactions for the selected cash account in BrexThis endpoint lists all transactions for the cash account with the selected ID.
- List card accounts in BrexThis endpoint lists all accounts of card type
- List primary card account statements in BrexThis endpoint lists all finalized statements for the primary card account.
- List cash accounts in BrexThis endpoint lists all the existing cash accounts with their status.
- List cash account statements in BrexThis endpoint lists all finalized statements for the cash account by ID.
- List referrals in BrexThis endpoint lists unexpired referrals.
- Create a referral in BrexThis endpoint creates a referral.
- Get referral by ID in BrexThis endpoint gets a referral by ID.
- Create a new document upload in BrexThis endpoint creates a referral.
Any other action you can think up
Replicon
- Custom actionCustom action in Replicon (Custom)
- Assign all users to projectAssign all users to project in Replicon
- Assign co-manager to projectAssign co-manager to project in Replicon
- Add line item to expense sheetAdd line item to expense sheet in Replicon
- Assign manager to projectAssign manager to project in Replicon
- Assign user to projectAssign user to project in Replicon
- Update invoice statusUpdate status for invoice in Replicon
- Create clientCreate client in Replicon
- Create expense sheetCreate expense sheet in Replicon
- Create projectCreate project in Replicon
- Create project taskCreate project task in Replicon
- Create timesheetCreate timesheet in Replicon
- Create userCreate user in Replicon
- Get all tasks for a project BatchGet all project task in Replicon
- Get client detailsGet client details from Replicon
- Get project cost amount detailsGet project cost amount details from Replicon
- Get expensable projects BatchGet expensable projects by expense sheet in Replicon
- Get invoice details by URIGet invoice details from Replicon
- Get invoice item details by URIGet invoice item details from Replicon
- Get project detailsGet project details from Replicon
- Get list of project team members BatchGet list of project team members from project in Replicon
- Get task assignments for resource BatchGet task assignments for resource in Replicon
- Get user detailsGet user details from Replicon
- Get list of clients BatchGet list of clients from Replicon
- Get all eligible project leaders BatchGet all eligible project leaders from Replicon
- Get list of projects BatchGet list of projects from Replicon
- Get list of users BatchGet list of users from Replicon
- Get payroll details BatchGet payroll details for a specific pay period from Replicon
- Search clients BatchSearch clients in Replicon
- Search programs BatchSearch programs in Replicon
- Search projects BatchSearch projects in Replicon
- Search users BatchSearch users in Replicon
- Submit expense sheetSubmit expense sheet in Replicon
- Update clientUpdate client in Replicon
- Update payment due date and issue dateUpdate payment due date and date of issue for invoice in Replicon
- Update invoice descriptionUpdate description for invoice in Replicon
- Update invoice sync statusUpdate sync status for invoice in Replicon
- Update projectUpdate project in Replicon
- Update project clientUpdate project client in Replicon
- Update project end dateUpdate end date for project in Replicon
- Update project fixed bid rateUpdate project fixed bid rate in Replicon
- Update project nameUpdate project name in Replicon
- Update project programUpdate program to project in Replicon
- Update project statusUpdate project status in Replicon
- Update userUpdate user in Replicon
Any other action you can think up
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