Brex and SailPoint integration

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Customize your Brex and SailPoint integration with the following triggers and actions.

Triggers

When this happens…

SailPoint

Access Request Dynamic Approval Real-time
Route an access request to an additional approval step by an identity or a governance group.
Access Request Postapproval Real-time
An access request has passed all approval steps and is ready to be provisioned.
Access Request Preapproval Real-time
Approve or deny an access request before it is sent to the first approver.
Account Aggregation Completed Real-time
An account aggregation operation has completed.
Identity Attributes Changed Real-time
One or more attributes for an identity have changed
Identity Deleted Real-time
An identity has been deleted in Identity Now.
New Identity Created Real-time
A new identity has been created in Identity Now.
Saved Search Completed Real-time
A report generated from a saved search subscription is available to be processed

Any other trigger you can think up

Actions

Do this…

Brex

List users in Brex
This endpoint lists all users.
Invite user to Brex
This endpoint invites a new user as an employee.
Get current user in Brex
This endpoint returns the user associated with the OAuth2 access token.
Get user in Brex
This endpoint returns a user by ID.
Update user in Brex
This endpoint updates a user. Any parameters not provided will be left unchanged.
Get limit for the user in Brex
This endpoint gets the monthly limit for the user including the monthly available limit.
Set limit for the user in Brex
This endpoint sets the monthly limit for a user. The limit amount must be non-negative.
List locations in Brex
This endpoint lists all locations.
Create location in Brex
This endpoint creates a new location.
Get location in Brex
This endpoint gets a location by ID.
List departments in Brex
This endpoint lists all departments.
Create department in Brex
This endpoint creates a new department.
Get department in Brex
This endpoint gets a department by ID.
Lists all cards by a user_id in Brex
Lists all cards by a user_id. Only cards with limit_type = CARD have spend_controls.
Create card in Brex
This endpoint creates a new card.
Get card in Brex
This endpoint retrieves a card by ID.
Update card in Brex
This endpoint updates an existing vendor card.
Lock card in Brex
This endpoint locks an existing card.
Get card number in Brex
This endpoint retrieves card number, CVV, and expiration date of a card by ID.
Terminate card in Brex
This endpoint terminates an existing card.
Unlock card in Brex
This endpoint unlocks an existing card.
Get company in Brex
This endpoint returns the company associated with the OAuth2 access token.
Lists vendors in Brex
This endpoint lists all existing vendors for an account. Takes an optional parameter to match by vendor name.
Create vendor in Brex
This endpoint creates a new vendor.
Get vendor in Brex
This endpoint retrieves a vendor by ID.
Update vendor in Brex
This endpoint updates an existing vendor.
Delete vendor in Brex
This endpoint deletes an existing vendor.
Lists transfers in Brex
This 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 Brex
This endpoint creates a new transfer.
Get transfer in Brex
This endpoint retrieves a transfer by ID.
List transactions for the primary card account in Brex
This endpoint lists all settled transactions for the primary card account.
List transactions for the selected cash account in Brex
This endpoint lists all transactions for the cash account with the selected ID.
List card accounts in Brex
This endpoint lists all accounts of card type
List primary card account statements in Brex
This endpoint lists all finalized statements for the primary card account.
List cash accounts in Brex
This endpoint lists all the existing cash accounts with their status.
List cash account statements in Brex
This endpoint lists all finalized statements for the cash account by ID.
List referrals in Brex
This endpoint lists unexpired referrals.
Create a referral in Brex
This endpoint creates a referral.
Get referral by ID in Brex
This endpoint gets a referral by ID.
Create a new document upload in Brex
This endpoint creates a referral.

Any other action you can think up

SailPoint

Custom action
Custom action in SailPoint
Get Account Activity
This gets a single account activity.
Get Certification Campaign
This gets a single certification campaign by ID.
List Account Activities
This gets a collection of account activities that satisfy the given parameters.
List Certification Campaigns
This gets multiple certification campaigns that satisfy the given parameters.
List Public Identities
Returns a list of publicly viewable identities in Identity Now.
List Requestable Objects
Returns a list of acccess items that that can be requested through the Submit Access Request action.
Respond to Trigger
This will submit a response to a REQUEST_RESPONSE trigger.
Submit Access Request
This submits the access request into IdentityNow, where it will follow any IdentityNow approval processes.
Upload Account Source File
This uploads a CSV formatted account file generated from an identity source to Identity Now. IDN will automatically perform account aggregation when the file is received.