Connect Brex Partner Referrals to Brex and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Brex Partner Referrals with Brex - no code necessary. See how you can get setup in minutes.

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 Brex

An action is what takes place after the automation is triggered. For example, with Brex, the action could be "Creates a Budget - “Brex Empower” Customers Only."
An action is the event that your automated workflow performs when triggered.

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

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

Connect Brex Partner Referrals and Brex 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 Brex 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
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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.

    • Id
    • Type
    • File
    • Budget Name
    • Budget Description
    • Parent Budget ID
    • Owner User IDs
    • Member User IDs
    • Period Type
    • Limit Amount
    • Currency
    • Limit Type
    • Spend Type
    • Start Date
    • End Date
    • Limit Visibility
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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.
Related categories
  • Commerce
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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

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