Airtable + Brex
Create new records in Airtable for each pending card transaction in Brex
Maintain an organized record of your financial transactions with this easy-to-use workflow. When Brex registers a new pending card transaction, it prompts Airtable to create a corresponding record right away. Offering you a constantly updated and precise snapshot of your finances, it supercharges your financial tracking and minimizes error possibilities. This workflow is an efficiency-boosting tool for transparent financial management.
Maintain an organized record of your financial transactions with this easy-to-use workflow. When Brex registers a new pending card transaction, it prompts Airtable to create a corresponding record right away. Offering you a constantly updated and precise snapshot of your finances, it supercharges your financial tracking and minimizes error possibilities. This workflow is an efficiency-boosting tool for transparent financial management.
- When this happens...Pending Card Transactions
Triggers when a card has pending transactions
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Pending Card Transactions
Triggers when a card has pending transactions
Try ItTransfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItUserRequired
Card Name
Card TypeRequired
Company NameRequired
Email
Phone
Payment Type
Transfer Failed
Triggers when a transfer has failed
Try ItBudget NameRequired
Budget Description
Parent Budget ID
Owner User IDs
Member User IDs
Period TypeRequired
Limit AmountRequired
Currency
Limit TypeRequired
Spend TypeRequired
Start Date
End Date
Limit VisibilityRequired
First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
Department NameRequired
Department description
