Brex + Paperless Forms

Brex + Paperless Forms integrations

Create Brex cards for new Paperless Forms entries to streamline expense tracking

Effortlessly manage expense reporting with this convenient automation between Paperless Forms and Brex. Whenever a new entry is logged in Paperless Forms, a card is created in Brex, streamlining your expense tracking process. Save valuable time and keep expenses organized with this seamless workflow.

When this happens...
New Entry (Rest)Triggers when a new entry is submitted.
TriggerInstant
automatically do this!
Create CardCreates a card
ActionWrite

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More things you can do with Paperless Forms and Brex

Discover other triggers and actions you can use with Paperless Forms and Brex

- Form Name
Trigger
Instant
Try It
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

- 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

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
- 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

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 Paperless Forms

Paperless Forms allows you to easily create and send custom forms on any device.

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Related categories

Forms & Surveys

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