Brex and Salesforce integrations and automations

Do everything in one place

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

Triggers

When this happens…

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • 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

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

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