Brex + ClickUp

Brex + ClickUp integrations

Create tasks in ClickUp for new pending card transactions in Brex

Stay organized and on top of your finances with this workflow. When a pending card transaction occurs in your Brex account, a task will be immediately set up in ClickUp to help you manage your financial records. This automation provides an efficient solution to balance tracking and ensures nothing slips through the cracks in your money management process.

When this happens...
Pending Card TransactionsTriggers when a card has pending transactions
TriggerInstant
automatically do this!
Create TaskCreates a new task.
ActionWrite

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More things you can do with Brex and ClickUp

Discover other triggers and actions you can use with Brex and ClickUp

Pending Card Transactions
Triggers when a card has pending transactions
Trigger
Instant
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Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Trigger
Instant
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- User
  Required
- Card Name
- Card Type
  Required
Action
Write
- Company Name
  Required
- Email
- Phone
- Payment Type
Action
Write
- User
  Required
Action
Write

- User
  Required
- Monthly Limit (in USD)
  Required
Action
Write
- Record Limit
- Next Cursor
- From Date
- To Date
- User ID
- Expense Status
Action
Write

- Vendor name
- Payment Instrument
  Required
- Account
  Required
- Amount
  Required
- Internal Description
  Required
- External Memo
  Required
Action
Write
- User
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card_id
  Required
Action
Search
- Account
  Required
- Record Limit
- Posted At Start
- Cursor
Action
Search
- Email
  Required
Action
Search
- Card_id
  Required
Action
Search
- Location Name to Search By
  Required
Action
Search
- Department Name
  Required
- Department description
Action
Search or write
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
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- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
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- 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
- Location Name
  Required
- Location Description
Action
Write
- Budget ID
  Required
- Budget Name
- Budget Description
- Owner User IDs
- Member User IDs
- Limit Amount
- Currency
- Limit Type
- Spend Type
- Start Date
- End Date
- Limit Visibility
Action
Write
- Vendor Name
  Required
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
- Next Cursor
- From
- To
Action
Search
- Department Name to Search By
  Required
Action
Search
- Budget_id
  Required
Action
Search
- User_id
  Required
Action
Search
- Name
  Required
- Payment Type
  Required
Action
Search
- Location Name
  Required
- Location Description
Action
Search or write
- Reaction(s)
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

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.

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Related categories

Accounting

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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