Brex and Workato Embedded integrations and automations

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Customize your Brex and Workato Embedded integration with the following triggers and actions.

Triggers

When this happens…

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

Workato Embedded
  • Custom action
    Custom action in Workato Embedded (Custom)
  • Add member to customer account
    Add Member to customer account in Workato Embedded
  • Copy custom role
    Copy Custom role in Workato Embedded customer account
  • Create API access profile
    Create API access profile in Workato Embedded customer account
  • Create API client
    Create API client in Workato Embedded customer account
  • Create API collection
    Create API collection in Workato Embedded customer account
  • Create connection
    Create Connection in Workato Embedded customer account
  • Create customer account
    Create Customer account in Workato Embedded
  • Create folder
    Create Folder in Workato Embedded customer account
  • Create recipe
    Create Recipe in Workato Embedded customer account
  • Add row
    Add Row in a lookup table in Workato Embedded customer account
  • Custom action (Deprecated)
    Custom action in Workato Embedded
  • Delete customer account
    Delete Customer account in Workato Embedded
  • Delete recipe
    Delete Recipe in Workato Embedded customer account
  • Delete row
    Delete Row from a lookup table in Workato Embedded customer account
  • Disable API access profile
    Disable API access profile in Workato Embedded customer account
  • Disable API endpoint
    Disable API endpoint in Workato Embedded customer account
  • Downgrade customer account (Deprecated)
    Downgrade Customer account in Workato Embedded
  • Download package
    Download Package in Workato Embedded
  • Enable API access profile
    Enable API access profile in Workato Embedded customer account
  • Enable API endpoint
    Enable API endpoint in Workato Embedded customer account
  • Export package by ID
    Export Package by ID from Workato Embedded
  • List API access profiles
    List API access profiles in Workato Embedded customer account
  • List API clients
    List API clients in Workato Embedded customer account
  • Get customer account by ID
    Get Customer account in Workato Embedded
  • Get customer account member by ID
    Get Customer account member by ID in Workato Embedded
  • Get package status
    Get Package status in Workato Embedded customer account
  • Get package details by ID
    Get Package details by ID in Workato Embedded
  • Get picklist values
    Get Picklist values in Workato Embedded customer account
  • Get recipe by ID
    Get Recipe by ID in Workato Embedded customer account
  • Get row by ID
    Get Row by ID from a lookup table in Workato Embedded customer account
  • List monthly usage
    List Monthly usage in Workato Embedded
  • Import package
    Import Package to Workato Embedded customer account
  • List account properties
    List Account properties in Workato Embedded customer account
  • List API collections
    List API collections in Workato Embedded customer account
  • Search API endpoints
    Search API endpoints in Workato Embedded customer account
  • List connections
    List Connections in Workato Embedded customer account
  • List connector metadata
    List Connector metadata in Workato Embedded
  • List customer account members
    List Customer account members in Workato Embedded
  • List customer accounts
    List Customer accounts in Workato Embedded
  • List folders
    List Folders in Workato Embedded customer account
  • List lookup tables
    List Lookup tables in Workato Embedded customer account
  • List recipes
    List Recipes in Workato Embedded customer account
  • List custom roles
    List Custom roles in Workato Embedded customer account
  • Lookup row
    Lookup Row from a lookup table in Workato Embedded customer account
  • Refresh API access profile token/secret
    Refresh API access profile token/secret in Workato Embedded customer account
  • Remove member from customer account
    Remove Member from customer account in Workato Embedded
  • Search public recipes
    Search Public recipes in Workato Embedded
  • Search rows
    Search Rows from a lookup table in Workato Embedded customer account
  • Start recipe
    Start Recipe in Workato Embedded customer account
  • Stop recipe
    Stop Recipe in Workato Embedded customer account
  • Update API access profile
    Update API access profile in Workato Embedded customer account
  • Update connection
    Update Connection in Workato Embedded customer account
  • Update customer account
    Update Customer account in Workato Embedded
  • Update customer account member
    Update Member in a customer account in Workato Embedded
  • Update recipe
    Update Recipe in Workato Embedded customer account
  • Update row
    Update Row in a lookup table in Workato Embedded customer account
  • Upgrade customer account (Deprecated)
    Upgrade Customer account in Workato Embedded
  • Upsert account property
    Upsert Account property in Workato Embedded customer account

    • Any other action you can think up

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