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Brex + Paperless Forms

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.

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.

  1. When this happens...
    Paperless FormsPaperless Forms
    New Entry (Rest)

    Triggers when a new entry is submitted.

    TriggerInstant
  2. automatically do this!
    BrexBrex
    Create Card

    Creates a card

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Form Name

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search

    Transfer Failed

    Triggers when a transfer has failed

    Trigger
    Instant
    Try It
    • Budget NameRequired

    • Budget Description

    • Parent Budget ID

    • Owner User IDs

    • Member User IDs

    • Period TypeRequired

    • Limit AmountRequired

    • Currency

    • Limit TypeRequired

    • Spend TypeRequired

    • Start Date

    • End Date

    • Limit VisibilityRequired

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Manager

    • Department

    • Location

    • User Role

    Action
    Write
  • Brex triggers, actions, and search

    Pending Card Transactions

    Triggers when a card has pending transactions

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search

    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

    Trigger
    Instant
    Try It
    • UserRequired

    • Card Name

    • Card TypeRequired

    Action
    Write
    • Company NameRequired

    • Email

    • Phone

    • Payment Type

    Action
    Write
brex logo
brex logo

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
paperless-forms logo
paperless-forms logo

About Paperless Forms

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

Related categories

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier