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

Triggers

When this happens…

Pipefy
  • New card Real-time
    New card in Pipefy
  • Deleted card Real-time
    Deleted card in Pipefy
  • Card done Real-time
    Card done in Pipefy
  • Card expired Real-time
    Card expired in Pipefy
  • Updated card Real-time
    Updated card in Pipefy
  • Card late Real-time
    Card late in Pipefy
  • Moved card Real-time
    Moved card in Pipefy
  • Card overdue Real-time
    Card overdue in Pipefy
  • New record Real-time
    New record in Pipefy
  • Record done Real-time
    Record done in Pipefy
  • Updated record Real-time
    Updated record in Pipefy
  • Record overdue Real-time
    Record overdue in Pipefy
  • 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

Pipefy
  • Custom action
    Custom action in Pipefy (Custom)
  • Create card
    Create Card in Pipefy
  • Create record
    Create a Database record in Pipefy
  • Delete card
    Delete card in Pipefy
  • Delete record
    Delete record in Pipefy
  • Get a card by ID
    Get a card by ID in Pipefy
  • Get cards by field
    Get cards by field in Pipefy
  • Get cards by phase
    Get cards by phase in Pipefy
  • Get cards by title
    Get cards by title in Pipefy
  • Get a record by ID
    Get a record by ID in Pipefy
  • Get records
    Get records in Pipefy
  • Get records by field
    Get records by field in Pipefy
  • Move card
    Move card in Pipefy
  • Update card
    Update card in Pipefy
  • Update record
    Update record in Pipefy
  • Any other action you can think up

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