Brex + Schedule by Zapier Integrations

How to connect Brex + Schedule by Zapier

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Create Google Drive files for Brex card transactions every month
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Schedule by Zapier + Brex + Formatter by Zapier + 1 more
More details
When this happens
Step 1: Every Month
Then do this
Step 2: Get Card Transactions
Then do this
Step 3: Utilities
Then do this
Step 4: Create File from Text
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Create Google Drive files for Brex card transactions every month
Create Google Drive files for Brex card transactions every month
Schedule by Zapier + Brex + Formatter by Zapier + 1 more

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Do Even More with Brex + Schedule by Zapier

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Brex + Schedule by Zapier workflows do more for them.

Zapier users love adding Formatter by Zapier to their workflows
Create Google Drive files for Brex card transactions every month
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Create Google Drive files for Brex card transactions every month
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Brex + Formatter by Zapier + Google Drive + 1 more

Supported triggers and actions

What does this mean?

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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- UserRequired
- Card Name
- Card TypeRequired
Action
Write
- Company NameRequired
- Email
- Phone
- Payment Type
Action
Write
- UserRequired
Action
Write

- UserRequired
- Monthly Limit (in USD)Required
Action
Write
- Location NameRequired
- Location Description
Action
Write

- Budget IDRequired
  Add the ID of the Budget
- Budget Name
  Name for the Budget
- Budget Description
  Description of what the Budget is used for.
- Owner User IDs
  User IDs of the members of the Budget - comma seprated list
- Member User IDs
  User IDs of the owners of the Budget - comma separated list
- Limit Amount
  Budget Limit in decimal e.g. 317.50
- Currency
  The type of currency, in ISO 4217 format. Default to USD if not specified
- Limit Type
  Whether the Budget limit blocks spend
- Spend Type
  Whether this Budget only can be spent from by cards provisioned by this Budget
- Start Date
  The UTC date when the Budget should start counting
- End Date
  The UTC date when the Budget should stop counting
- Limit Visibility
  Determines if budget members are allowed to view the budget limit
Action
Write
- Vendor NameRequired
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
  Default is 100 records. Max allowed 1000
- Next Cursor
  The starting point for the set of items. If not set, the call will return the first set of items
- From
  Default date is 30 days before Today
- To
  Default date is Today
Action
Search
- Department Name to Search ByRequired
Action
Search
- Budget IdRequired
  Enter a Budget ID
Action
Search
- User IdRequired
  Enter User ID - Example format cuuser_XXX
Action
Search
- NameRequired
  Find the Vendors with this name.
- Payment TypeRequired
Action
Search
- Location NameRequired
- Location Description
Action
Search or write
- Trigger on weekends?
  Should this Zap trigger on Saturday and Sunday?
Trigger
Instant
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- Day of the WeekRequired
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
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Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
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- Budget NameRequired
  Name for the Budget
- Budget Description
  Description of what the Budget is used for.
- Parent Budget ID
  ID of parent Budget
- Owner User IDs
  User IDs of the members of the Budget - comma seprated list
- Member User IDs
  User IDs of the owners of the Budget - comma separated list
- Period TypeRequired
  Period type of the Budget
- Limit AmountRequired
  Budget Limit in decimal e.g. 317.50
- Currency
  The type of currency, in ISO 4217 format. Default to USD if not specified
- Limit TypeRequired
  Whether the Budget limit blocks spend
- Spend TypeRequired
  Whether this Budget only can be spent from by cards provisioned by this Budget
- Start Date
  The UTC date when the Budget should start counting
- End Date
  The UTC date when the Budget should stop counting
- Limit VisibilityRequired
  Determines if budget members are allowed to view the budget limit
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Manager
- Department
- Location
- User Role
Action
Write
- Department NameRequired
- Department description
Action
Write
- Card IDRequired
  ID of the Brex Card
- Recipient EmailRequired
  Email address to send card details to
- Sender NameRequired
  Sender name. Shows up in the subject of the email
- Message
  Message to send with the card details
- Expiry
  Link expiry in number of 1 - 30 days. Defaults to 30 if not provided
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment InstrumentRequired
- AccountRequired
- AmountRequired
- Internal DescriptionRequired
- External MemoRequired
Action
Write
- User
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card IdRequired
  Specify the Card ID
Action
Search
- AccountRequired
- Record Limit
  Default is 100 records
- Posted At Start
- Cursor
  The starting point for the set of items. If not set, the call will return the first set of items
Action
Search
- EmailRequired
Action
Search
- Card IdRequired
  Find the Card by ID
Action
Search
- Location Name to Search ByRequired
Action
Search
- Department NameRequired
- Department description
Action
Search or write
- Trigger on weekends?
  Should this Zap trigger on Saturday and Sunday?
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
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- Day of the MonthRequired
  Day of month this schedule should trigger on.
- Time of DayRequired
  Triggers relative to your timezone settings and defaults to UTC (GMT+00:00) if no preference is set. Note: You can also specify a time with a Custom Value in the formats "hh:mm aa", "hh:mm", or "hhhh" (e.g. "2:30pm", "14:30", or "1430").
Trigger
Instant
Try It

How Brex + Schedule by Zapier Integrations Work

Step 1: Authenticate Brex and Schedule by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Brex + Schedule by Zapier

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.

Related categories

Accounting

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Related categories

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Brex + Schedule by Zapier Integrations

How to connect Brex + Schedule by Zapier

Create Google Drive files for Brex card transactions every month

Create Google Drive files for Brex card transactions every month

Connect your apps and automate workflows

Do Even More with Brex + Schedule by Zapier

Create Google Drive files for Brex card transactions every month

Pending Card Transactions

Transfer Processed

Create Card

UserRequired

Card Name

Card TypeRequired

Create Vendor

Company NameRequired

Email

Phone

Payment Type

Disable User

UserRequired

Set User Limit

UserRequired

Monthly Limit (in USD)Required

Create Location

Location NameRequired

Location Description

Update a Budget - “Brex Empower” Customers Only

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

Update Vendor by Name

Vendor NameRequired

Email

Phone

Payment Type

Get Card Transactions

Record Limit

Next Cursor

From

To

Find Department by Name

Department Name to Search ByRequired

Get a Budget - “Brex Empower” Customers Only

Budget IdRequired

Find a User

User IdRequired

Find Vendor by Name

NameRequired

Payment TypeRequired

Search or Create Location

Location NameRequired

Location Description

Every Hour

Trigger on weekends?

Every Week

Day of the WeekRequired

Time of DayRequired

Transfer Failed

Creates a Budget - “Brex Empower” Customers Only

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