Brex + Salesforce
Create Brex vendors from new Salesforce records
Keep your vendor data up to date effortlessly with this Zap. Once it's active, this integration automatically generates a new Brex vendor every time a new Salesforce record is added.
Keep your vendor data up to date effortlessly with this Zap. Once it's active, this integration automatically generates a new Brex vendor every time a new Salesforce record is added.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create VendorCreates a Vendor
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Transfer Failed
Triggers when a transfer has failed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Department NameRequired
Department description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Recipient EmailRequired
Sender NameRequired
Message
Expiry
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List Cash Accounts
Lists all the existing cash accounts with their status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor name
Payment InstrumentRequired
AccountRequired
AmountRequired
Internal DescriptionRequired
External MemoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User
Status
Manager
Department
Location
User Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
Record Limit
Posted At Start
Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCard IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation Name to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDepartment NameRequired
Department description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPending Card Transactions
Triggers when a card has pending transactions
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.UserRequired
Card Name
Card TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email
Phone
Payment Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Monthly Limit (in USD)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location NameRequired
Location Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Budget IDRequired
Budget Name
Budget Description
Owner User IDs
Member User IDs
Limit Amount
Currency
Limit Type
Spend Type
Start Date
End Date
Limit Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Vendor NameRequired
Email
Phone
Payment Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record Limit
Next Cursor
From
To
ActionThis is an event a Zap performs.SearchFind existing data in your appDepartment Name to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBudget IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Payment TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
Location Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Brex
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