Brex + monday.com

Brex + monday.com integrations

Manage new Brex pending card transactions by creating items in monday.com

Keep track of your financial activity more effectively with this workflow. When a pending card transaction occurs in Brex, a new item is immediately created in monday.com. This way, you stay updated on your financial movements, ensuring optimal control over your resources without the hassle of manual entry. It's a simple yet powerful solution for maintaining financial transparency within your business operations.

When this happens...
Pending Card TransactionsTriggers when a card has pending transactions
TriggerInstant
automatically do this!
Create ItemCreate a new Item in a board
ActionWrite

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More things you can do with Brex and monday.com

Discover other triggers and actions you can use with Brex and monday.com

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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
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 monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

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