Connect Brex Partner Referrals to Asana and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Brex Partner Referrals

A trigger is an event that starts your Zap and runs the workflow. For example, with Brex Partner Referrals, a trigger could be "New Referral."

A trigger is the event that kicks off your automated workflow.

Setup an action from Asana

An action is what takes place after the automation is triggered. For example, with Asana, the action could be "Add Task to Section of Project."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Brex Partner Referrals to Asana

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Triggers and actions are the main components of every automated workflow.

Connect Brex Partner Referrals and Asana to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Brex Partner Referrals and Asana to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Referral
Triggers when a new referral is created.
Trigger
Scheduled
Try It
- ReferralCode
  Required
- LastName
  Required
- FirstName
  Required
- Email
  Required
- BusinessLegalName
- IncorporationType
- EmployeeIdentificationNumber
- WebsiteUrl
- ActivityDescription
- Address Line 1
- Address Line 2
- City
- State
- Country
- PostalCode
- PhoneNumber
- ContactPreference
Action
Write
- Workspace
- Project
  Required
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- Task
- Workspace
Trigger
Scheduled
Try It

- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It

- Workspace
Trigger
Scheduled
Try It
- Workspace
Trigger
Scheduled
Try It
- Task ID
  Required
- Workspace
- Project
  Required
- Section
  Required
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
  Required
- Tag
- Name
  Required
- Fields
Action
Write
- Workspace
- Project
  Required
- Name
  Required
- Section to Insert After
- Section to Insert Before
Action
Write
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Project
  Required
- Task
- Text
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Id
  Required
Action
Search
- Email
  Required
Action
Search
- Project
  Required
- Name
  Required
- Workspace
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write
- Id
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

Referral Status Update
Triggers when the referral status changes.
Trigger
Scheduled
Try It
- Id
  Required
- Type
  Required
- File
  Required
Action
Write
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
Trigger
Scheduled
Try It
- Project
  Required
- Workspace
Trigger
Scheduled
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
Try It
- Workspace
- Project
  Required
Trigger
Instant
Try It
- Workspace
- Project
  Required
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
Try It
- Project
  Required
- Task
- File
  Required
Action
Write
- Workspace
- Project Template
  Required
- Name
  Required
- Make Public?
- Privacy Setting
Action
Write
- Task ID
  Required
- Workspace
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Write
- Workspace
- Team
- Name
  Required
- Notes
Action
Write
- Task ID
  Required
- Mark Task as complete?
- Mark Task as liked?
- Name
  Required
- Assignee
- Followers
- Tags
- Notes
- Is the description rich text?
- Custom_field_info
- Workspace
Action
Write
- Workspace
- Name
  Required
Action
Search
- Workspace
- Project
  Required
- Name
  Required
Action
Search
- Premium_user_help_text
- Workspace
- Project
  Required
- Text
  Required
- Is Subtask?
- Mark Task as complete?
- Sort_by
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Resource_subtype
- Custom_fields_help_text
Action
Search
- Workspace
- Name
  Required
- Team
- Notes
Action
Search or write
- Workspace
- Project
  Required
- Name
  Required
- Notes
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom_field_info
Action
Search or write

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About Brex Partner Referrals

The Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.

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About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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