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Customize your Brex and Reltio integration with the following
triggers and actions.
Triggers
When this happens…
Actions
Do this…
Brex
- List users in BrexThis endpoint lists all users.
- Invite user to BrexThis endpoint invites a new user as an employee.
- Get current user in BrexThis endpoint returns the user associated with the OAuth2 access token.
- Get user in BrexThis endpoint returns a user by ID.
- Update user in BrexThis endpoint updates a user. Any parameters not provided will be left unchanged.
- Get limit for the user in BrexThis endpoint gets the monthly limit for the user including the monthly available limit.
- Set limit for the user in BrexThis endpoint sets the monthly limit for a user. The limit amount must be non-negative.
- List locations in BrexThis endpoint lists all locations.
- Create location in BrexThis endpoint creates a new location.
- Get location in BrexThis endpoint gets a location by ID.
- List departments in BrexThis endpoint lists all departments.
- Create department in BrexThis endpoint creates a new department.
- Get department in BrexThis endpoint gets a department by ID.
- Lists all cards by a user_id in BrexLists all cards by a user_id. Only cards with limit_type = CARD have spend_controls.
- Create card in BrexThis endpoint creates a new card.
- Get card in BrexThis endpoint retrieves a card by ID.
- Update card in BrexThis endpoint updates an existing vendor card.
- Lock card in BrexThis endpoint locks an existing card.
- Get card number in BrexThis endpoint retrieves card number, CVV, and expiration date of a card by ID.
- Terminate card in BrexThis endpoint terminates an existing card.
- Unlock card in BrexThis endpoint unlocks an existing card.
- Get company in BrexThis endpoint returns the company associated with the OAuth2 access token.
- Lists vendors in BrexThis endpoint lists all existing vendors for an account. Takes an optional parameter to match by vendor name.
- Create vendor in BrexThis endpoint creates a new vendor.
- Get vendor in BrexThis endpoint retrieves a vendor by ID.
- Update vendor in BrexThis endpoint updates an existing vendor.
- Delete vendor in BrexThis endpoint deletes an existing vendor.
- Lists transfers in BrexThis 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 BrexThis endpoint creates a new transfer.
- Get transfer in BrexThis endpoint retrieves a transfer by ID.
- List transactions for the primary card account in BrexThis endpoint lists all settled transactions for the primary card account.
- List transactions for the selected cash account in BrexThis endpoint lists all transactions for the cash account with the selected ID.
- List card accounts in BrexThis endpoint lists all accounts of card type
- List primary card account statements in BrexThis endpoint lists all finalized statements for the primary card account.
- List cash accounts in BrexThis endpoint lists all the existing cash accounts with their status.
- List cash account statements in BrexThis endpoint lists all finalized statements for the cash account by ID.
- List referrals in BrexThis endpoint lists unexpired referrals.
- Create a referral in BrexThis endpoint creates a referral.
- Get referral by ID in BrexThis endpoint gets a referral by ID.
- Create a new document upload in BrexThis endpoint creates a referral.
Any other action you can think up
Reltio
- Custom actionCustom action in Reltio (Custom)
- Add record to entityAdd record to entiy in Reltio
- Apply data change requestApply data change request in Reltio
- Create data change requestCreate data change request in Reltio
- Create recordCreate record in Reltio
- Create records in bulkCreate records in bulk in Reltio
- Decrypt Export UrlPerform decryption of encrypted Export Url in Reltio
- Delete entities as Not a MatchDelete entities as Not a Match in Reltio
- Delete potential matchThis API removes potential match between two entities which was created earlier
- Delete recordDelete record in Reltio
- Delete records in bulkDelete records in bulk in Reltio
- Export recordsExport records in Reltio
- Get entities by crosswalksGet entities by crosswalks in Reltio
- Get entities as Not a MatchGet entities as Not a Match for an entity in Reltio
- Get entity by crosswalkGet entity by crosswalk in Reltio
- Get Internal task status by IDGet Internal task status by ID in Reltio
- Get matches for entityGet matches for entity in Reltio
- Get potential matches for entityGet potential matches for entity in Reltio
- Get record details by IDGet record details by ID in Reltio
- Get task status by IDGet task status by ID in Reltio
- Match entitiesMatch entities in Reltio
- Merge entitiesMerge entities in Reltio
- Reject data change requestReject data change request in Reltio
- Search data change requestSearch data change request in Reltio
- Search recordsSearch records in Reltio
- Mark entities as Not a MatchMark entities as Not a Match in Reltio
- Set entities are potential matchesSet entities are potential matches in Reltio
- Unmerge entitiesUnmerge entities in Reltio
- Unmerge entities treeUnmerge entities tree in Reltio
- Update recordUpdate record in Reltio
Any other action you can think up
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