Brex and SysAid integrations and automations

Seamlessly connect Brex and SysAid. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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Triggers

When this happens…

SysAid
  • Service Record Created - Advanced Real-time
    Fires when a new service record is created in SysAid containing a raw JSON of data.
  • Service Record Created - Standard Real-time
    Fires when a new service record is created in SysAid containing a standard list of properties.
  • Service Record Updated - Advanced Real-time
    Fires when a service record is updated in SysAid containing a raw JSON of data.
  • Service Record Updated - Standard Real-time
    Fires when a service record is updated in SysAid containing a standard list of properties.

    • 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

SysAid
  • Custom action
    Custom action in SysAid (Custom)
  • Add Agent to Groups
    Add a specific Agent to one or more existing user groups in your SysAid account.
  • Add End User to Groups
    Add a specific end user to one or more existing user groups in your SysAid account.
  • Add Activity to a Service Record
    Add a time-tracked activity entry to an existing service record. Activities typically represent work performed, such as troubleshooting, communication, or on-site visits. To learn more about activities.
  • Add a Note to a Service Record
    Add an internal or public note to an existing service record.
  • Convert Agent to End User
    Convert an existing Agent into an End user. This action removes the Agent's elevated permissions and system roles, effectively transitioning them to a standard user profile. Admin group memberships, roles, and access rights associated with the Agent role will be removed as part of this conversion.
  • Convert End User to Agent
    Convert an existing end user into an Agent. This action grants the user agent-level permissions and enables them to be assigned to service records, join support groups, and access agent-only functionality. Group memberships, roles, and access rights associated with the agent role will be removed as part of this conversion.
  • Create a New Agent
    Create a new IT Agent user in your SysAid account. This person will be able to access and manage service records.
  • Create a New Asset
    Create a new asset in your SysAid account
  • Create a New Attachment
    Finalize new attachment creation after the initial call to generate_presigned_url. The is the 3rd call made by the client in the creation flow (1st is generating a presigned URL, 2nd - uploading the object to storage using the presigned URL).
  • Create a New Configuration Item (CI)
    Creates a new Configuration Item (CI)
  • Create a CI Relation Type
    Create a new CI relation type
  • Create a New Company
    Create a new company in your SysAid account.
  • Create a New End User
    Creates a new end user in your SysAid account.
  • Create a New Group
    Creates a new user group in your SysAid account.
  • Create a CI Relation For a Given CI ID
    Creates a CI relation for a given CI ID
  • Create a Service Record
    Create a new service record (ticket) in your SysAid account.
  • Delete Agent
    Permanently delete an Agent from your SysAid account using their unique ID. This action is irreversible. Once deleted, the Agent's data cannot be recovered. Use this endpoint with caution to remove agents who no longer require access to the system.
  • Delete Asset by ID
    Delete an asset from your SysAid account, this action is irreversible
  • Delete a CI by ID
    Delete a CI using it's ID. All links that use this CI will be removed. Once deleted, the data cannot be recovered
  • Delete a CI Relation Type by ID
    Delete the CI relation type. All CI links that use this relation type will be removed. Once deleted, the data cannot be recovered
  • Delete Company by ID
    Delete a company by its ID.
  • Delete End User
    Permanently delete an end user from your SysAid account using their unique ID. This action is irreversible. Once deleted, the end users' data cannot be recovered. Use this endpoint with caution to remove users who no longer require access to the system.
  • Delete a CI Relation For a Given CI ID
    Permanently deletes a CI relation for a given CI using its unique ID
  • Delete a Service Record
    Permanently deletes a service record using its unique ID. This action is irreversible and will remove the record and all associated data from your SysAid account. Deleting a service record may affect reporting, audit trails, or related workflows.
  • Generates a Presigned URL for an Attachment Upload
    The 1st step in the new attachment creation flow - a request to generate a presigned URL. that the client can use to upload an attachment.
  • Get Agent by ID
    Retrieve detailed information about a specific Agent using their unique SysAid ID.
  • Get List of Agents
    Retrieve a paginated list of agents in your account. Each agent record includes personal details, contact information, role-specific attributes, group membership, and company association.
  • Get Asset by ID
    Retrieve an Asset by ID
  • Get List of Assets
    Retrieve a paginated list of assets in your SysAid account.
  • Get Category Hierarchy
    Returns a hierarchical list of categories.
  • Get Configuration Item (CI) by ID.
    Retrieve a Configuration Item (CI) by ID.
  • Get CI Relation Types
    Retrieve a list of CI relation types configured in SysAid
  • Get CI Relations for a Specific CI by ID
    Retrieve all CI relations for a specific CI by its ID
  • Get List of Configuration Item (CI) Subtypes by CI Type ID.
    Retrieve a list of all available Configuration Item (CI) subtypes for the specific CI type.
  • Get List of Configuration Item (CI) Types.
    Retrieve a list of Configuration Item (CI) types.
  • Get List of Configuration Items (CIs)
    Retrieves a list of Configuration Items (CIs) from your SysAid CMDB.
  • Get List of Companies
    Retrieve a list of all companies configured in your SysAid account.
  • Get Company by ID
    Retrieve a company by its ID.
  • Get End User by ID
    Retrieve detailed information about a specific end user using their unique SysAid ID.
  • Get List of End Users
    Retrieve a paginated list of end users in your SysAid account.
  • Get Group by ID
    Retrieve detailed information about a specific group using its unique ID.
  • Get Group Members
    Retrieve a list of all users assigned to a specific group by its unique ID.
  • Get List of Groups
    Retrieve a list of all user groups in your SysAid account.
  • Get Indexes
    Retrieve a list of available field indexes used across SysAid entities (such as service records, users, assets, etc.). Use this endpoint to dynamically discover which fields can be used for building advanced queries or filters in your integration.
  • Get a Service Record by ID
    Retrieve the full details of a specific service record using its unique SysAid ID.
  • Get Service Record's Action Items
    Allows to retrieve service record's action items.
  • Get Service Record Template by ID
    Get a service record template by ID.
  • Get Service Record Template by Service Record ID
    Get a template by the service record ID.
  • Remove Agent from Groups
    Remove a specific Agent from one or more user groups. Removing an agent from all groups may affect their access permissions and assignment behavior.
  • Remove End User from Groups
    Remove a specific End User from one or more user groups.
  • Resolve a Service Record
    Mark a service record as resolved. Use this endpoint to update the status of an open ticket to indicate that the issue has been addressed.
  • Search Service Records by Specific Parameters
    Search for service records based on filters, fields or customized query parameters. You can filter records using fields such as status, category, priority, assigned group or agent, creation date, and more.
  • Send a Message from a Service Record
    Send an email notification directly from a specific service record to an end user or agent.
  • Update Agent Details
    Update the details of an existing Agent identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update an Asset
    Update the details of an existing asset. Existing fields will be overwritten with newly provided information
  • Update the Configuration Item (CI) by ID
    Update the Configuration Item (CI) by ID
  • Update a CI Relation Type by ID
    Updates the CI relation type. Note: Only custom CI relation types can be updated. Standard CI relation types can't be updated
  • Update a Company
    Update the details of an existing company in your SysAid account.
  • Update End User Details
    Update the details of an existing end user identified by their SysAid ID. The new values provided will overwrite existing values.
  • Update Service Record Details
    Update the details of an existing service record using its unique SysAid ID.
  • Updates An Action Item Status
    Allows to update the service record's action item status.

    • Any other action you can think up

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