BambooHR + Brex

Create Brex cards for new BambooHR employees

Use this template to create an employee credit card in Brex when a new employee is added in BambooHR.

When this happens...
New Employee Started
Triggers on a new employee's start date.
TriggerScheduled
automatically do this!
Create Card
Creates a card
ActionWrite

Try this template

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Employee Started
Triggers on a new employee's start date.
Trigger
Scheduled
Try It
- Action
  Limit to time off that you have a particular level of access to.
- Employee Id
  Limit to a particular employee (ID).
- Start
  Limit to time off that occurs on/after the specified start date.
- End
  Limit to time off that occurs on/before the specified end date.
- Status
  Limit to one or more status values
Trigger
Scheduled
Try It
- First Name
- Last Name
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Work Email
Action
Write
- RequestRequired
  The ID of the time off request, which you would usually get from a "New Time Off Request" trigger step using a "Custom Value".
- StatusRequired
- Note
Action
Write
- File Name
  If left blank, we'll use the original file name.
- EmployeeRequired
  Choose an employee to store the file under (non-employee users aren't available options).
- Share This File with EmployeeRequired
- CategoryRequired
- FileRequired
Action
Write

- Api Docs Info
  API docs for BambooHR are located here https://www.bamboohr.com/api/documentation/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search ByRequired
  Field to search by.
- Search ValueRequired
- First Name
- Last Name
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Work Email
Action
Search or write

Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- Budget NameRequired
  Name for the Budget
- Budget Description
  Description of what the Budget is used for.
- Parent Budget ID
  ID of parent Budget
- Owner User IDs
  User IDs of the members of the Budget - comma seprated list
- Member User IDs
  User IDs of the owners of the Budget - comma separated list
- Period TypeRequired
  Period type of the Budget
- Limit AmountRequired
  Budget Limit in decimal e.g. 317.50
- Currency
  The type of currency, in ISO 4217 format. Default to USD if not specified
- Limit TypeRequired
  Whether the Budget limit blocks spend
- Spend TypeRequired
  Whether this Budget only can be spent from by cards provisioned by this Budget
- Start Date
  The UTC date when the Budget should start counting
- End Date
  The UTC date when the Budget should stop counting
- Limit VisibilityRequired
  Determines if budget members are allowed to view the budget limit
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Manager
- Department
- Location
- User Role
Action
Write
- Department NameRequired
- Department description
Action
Write
- Card IDRequired
  ID of the Brex Card
- Recipient EmailRequired
  Email address to send card details to
- Sender NameRequired
  Sender name. Shows up in the subject of the email
- Message
  Message to send with the card details
- Expiry
  Link expiry in number of 1 - 30 days. Defaults to 30 if not provided
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment InstrumentRequired
- AccountRequired
- AmountRequired
- Internal DescriptionRequired
- External MemoRequired
Action
Write
- User
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card IdRequired
  Specify the Card ID
Action
Search
- AccountRequired
- Record Limit
  Default is 100 records
- Posted At Start
- Cursor
  The starting point for the set of items. If not set, the call will return the first set of items
Action
Search
- EmailRequired
Action
Search
- Card IdRequired
  Find the Card by ID
Action
Search
- Location Name to Search ByRequired
Action
Search
- Department NameRequired
- Department description
Action
Search or write

- Report NumberRequired
  Create a new report under the "Reports" tab and grab the id from the URL as shown here. This trigger only works for reports under "Reports".
- Field
  Pick which field to watch to detect changes. By default, any field changes in the report will trigger the Zap.
Trigger
Scheduled
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Scheduled
Try It
- Start Date
  Defaults to the current date if left blank and no end date is provided. Defaults to the end date if left blank and the end date is provided.
- End Date
  Defaults to the current date if left blank and no start date is provided. Defaults to the start date if left blank and the start date is provided.
- Include
  Choose which employees to include in summary. Defaults to "All" if left blank.
Action
Write
- EmployeeRequired
- First Name
- Last Name
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Work Email
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Search ByRequired
  Field to search by.
- Search ValueRequired
Action
Search
Pending Card Transactions
Triggers when a card has pending transactions
Trigger
Instant
Try It
Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Trigger
Instant
Try It
- UserRequired
- Card Name
- Card TypeRequired
Action
Write
- Company NameRequired
- Email
- Phone
- Payment Type
Action
Write
- UserRequired
Action
Write
- UserRequired
- Monthly Limit (in USD)Required
Action
Write
- Location NameRequired
- Location Description
Action
Write
- Budget IDRequired
  Add the ID of the Budget
- Budget Name
  Name for the Budget
- Budget Description
  Description of what the Budget is used for.
- Owner User IDs
  User IDs of the members of the Budget - comma seprated list
- Member User IDs
  User IDs of the owners of the Budget - comma separated list
- Limit Amount
  Budget Limit in decimal e.g. 317.50
- Currency
  The type of currency, in ISO 4217 format. Default to USD if not specified
- Limit Type
  Whether the Budget limit blocks spend
- Spend Type
  Whether this Budget only can be spent from by cards provisioned by this Budget
- Start Date
  The UTC date when the Budget should start counting
- End Date
  The UTC date when the Budget should stop counting
- Limit Visibility
  Determines if budget members are allowed to view the budget limit
Action
Write
- Vendor NameRequired
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
  Default is 100 records. Max allowed 1000
- Next Cursor
  The starting point for the set of items. If not set, the call will return the first set of items
- From
  Default date is 30 days before Today
- To
  Default date is Today
Action
Search
- Department Name to Search ByRequired
Action
Search
- Budget IdRequired
  Enter a Budget ID
Action
Search
- User IdRequired
  Enter User ID - Example format cuuser_XXX
Action
Search
- NameRequired
  Find the Vendors with this name.
- Payment TypeRequired
Action
Search
- Location NameRequired
- Location Description
Action
Search or write

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Learn more

Related categories

HR Talent & Recruitment

Similar apps

Workable

HR Talent & Recruitment

Breezy HR

HR Talent & Recruitment

Zoho Recruit

HR Talent & Recruitment, Zoho

About Brex

Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.

Related categories

Accounting

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

BambooHR + Brex

Create Brex cards for new BambooHR employees

New Employee Started

New Time Off

Action

Employee Id

Start

End

Status

Create Employee

First Name

Last Name

Date Of Birth

Address 1

Address 2

City

State

Zip Code

Country

Hire Date

Work Email

Respond to Time Off Request

RequestRequired

StatusRequired

Note

Upload Employee File

File Name

EmployeeRequired

Share This File with EmployeeRequired

CategoryRequired

FileRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Employee

Search ByRequired

Search ValueRequired

First Name

Last Name

Date Of Birth

Address 1

Address 2

City

State

Zip Code

Country

Hire Date

Work Email

Transfer Failed

Creates a Budget - “Brex Empower” Customers Only

Budget 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

Create User

First NameRequired

Last NameRequired

EmailRequired

Manager

Department

Location

User Role

Create Department

Department NameRequired

Department description

Email Card Details