Brex and Workflow Max integration

Do everything in one place

Customize your Brex and Workflow Max 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.