Connect Brex Partner Referrals to Brex 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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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
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
- User
  Required
- Card Name
- Card Type
  Required
Action
Write

- Company Name
  Required
- Email
  Required
- Phone
- Type
  Required
Action
Write
- User
  Required
Action
Write

- User
  Required
- Monthly Limit (in USD)
  Required
Action
Write
- Department Name
  Required
- Department description
Action
Write
- Id
  Required
- Budget Name
  Required
- Budget Description
- Owner User IDs
- Member User IDs
- Limit Amount
  Required
- Currency
- Limit Type
  Required
- Spend Type
  Required
- Start Date
- End Date
- Limit Visibility
  Required
Action
Write
- Vendor Name
  Required
- Email
  Required
- Phone
- Type
  Required
Action
Write
- Monthly Limit (in USD)
  Required
- Next Cursor
- From
- To
Action
Search
- Department Name
  Required
Action
Search
- Budget_id
  Required
Action
Search
- User
  Required
Action
Search
- Department Name
  Required
- Payment Type
  Required
Action
Search
- Department Name
  Required
- Department description
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
Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- Budget Name
  Required
- Budget Description
- Parent Budget ID
- Owner User IDs
- Member User IDs
- Period Type
  Required
- Limit Amount
  Required
- Currency
- Limit Type
  Required
- Spend Type
  Required
- Start Date
- End Date
- Limit Visibility
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Manager
- Department
- Location
- User Role
Action
Write
- Department Name
  Required
- Department description
Action
Write
- Card ID
  Required
- Recipient Email
  Required
- Sender Name
  Required
- Message
- Expiry
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment Instrument
  Required
- Account
  Required
- Limit Amount
  Required
- Department description
- External Memo
  Required
Action
Write
- User
  Required
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card ID
  Required
Action
Search
- Account
  Required
- Monthly Limit (in USD)
  Required
- Posted At Start
- Next Cursor
Action
Search
- Email
  Required
Action
Search
- Card ID
  Required
Action
Search
- Department Name
  Required
Action
Search
- Department Name
  Required
- Department description
Action
Search or write

About Brex Partner Referrals

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

Help

Related categories

Commerce

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.

Help

Related categories

Accounting

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