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Customize your Brex and Zoho CRM integration with the following
triggers and actions.
Triggers
When this happens…
Zoho CRM
- New accountNew account in Zoho CRM
- New callNew call in Zoho CRM
- New caseNew case in Zoho CRM
- New contactNew contact in Zoho CRM
- New invoiceNew invoice in Zoho CRM
- New custom objectNew custom object in Zoho CRM
- New standard objectNew standard object in Zoho CRM
- New dealNew deal in Zoho CRM
- New vendorNew vendor in Zoho CRM
- New/updated custom objectNew/updated custom object in Zoho CRM
- New/updated standard objectNew/updated standard object in Zoho CRM
- New or updated accountNew or updated account in Zoho CRM
- New or updated callNew or updated call in Zoho CRM
- New or updated caseNew or updated case in Zoho CRM
- New or updated contactNew or updated contact in Zoho CRM
- New or updated leadNew or updated lead in Zoho CRM
- New or updated dealNew or updated deal in Zoho CRM
Any other trigger you can think up
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
Zoho CRM
- Custom actionCustom action in Zoho CRM (Custom)
- Relate a member to campaignRelate a member to campaign in Zoho CRM
- Batch create custom objects BatchBatch create custom objects in Zoho CRM
- Batch create standard objects BatchBatch create standard objects in Zoho CRM
- Batch update custom objects BatchBatch update custom objects in Zoho CRM
- Batch update standard objects BatchBatch update standard objects in Zoho CRM
- Batch upsert custom objects BatchBatch upsert custom objects in Zoho CRM
- Batch upsert standard objects BatchBatch upsert standard objects in Zoho CRM
- Bulk create custom objectsBulk create custom objects in Zoho CRM
- Bulk create standard objectsBulk create standard objects in Zoho CRM
- Bulk update custom objectsBulk update custom objects in Zoho CRM
- Bulk update standard objectsBulk update standard objects in Zoho CRM
- Bulk upsert custom objectsBulk upsert custom objects in Zoho CRM
- Bulk upsert standard objectsBulk upsert standard objects in Zoho CRM
- Search records using COQL querySearch records using COQL query in Zoho CRM
- Create accountCreate account in Zoho CRM
- Create campaignCreate campaign in Zoho CRM
- Create contactCreate contact in Zoho CRM
- Create invoiceCreate invoice in Zoho CRM
- Create leadCreate lead in Zoho CRM
- Create dealCreate deal in Zoho CRM
- Create vendorCreate vendor in Zoho CRM
- Delete custom objectDelete custom object in Zoho CRM
- Delete standard objectDelete standard object in Zoho CRM
- Get lead by IDGet lead by ID in Zoho CRM
- Get object by IDGet object by ID in Zoho CRM
- Search accounts BatchSearch accounts in Zoho CRM
- Search campaigns BatchSearch campaigns in Zoho CRM
- Search contacts BatchSearch contacts in Zoho CRM
- Search invoiceSearch invoice in Zoho CRM
- Search leads BatchSearch leads in Zoho CRM
- Search custom objectsSearch custom objects in Zoho CRM
- Search standard objectsSearch standard objects in Zoho CRM
- Search deals BatchSearch deals in Zoho CRM
- Search products BatchSearch products in Zoho CRM
- Search vendors BatchSearch vendors in Zoho CRM
- Update accountUpdate account in Zoho CRM
- Update campaignUpdate campaign in Zoho CRM
- Update contactUpdate contact in Zoho CRM
- Update invoiceUpdate invoice in Zoho CRM
- Update leadUpdate lead in Zoho CRM
- Update dealUpdate deal in Zoho CRM
- Update vendorUpdate vendor in Zoho CRM
- Upsert custom objectUpsert custom object in Zoho CRM
- Upsert standard objectUpsert standard object in Zoho CRM
Any other action you can think up
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