Brex + Typeform

Create Brex vendors from new Typeform entries

Onboarding new vendors can be time consuming. Let vendors enter their company and payment information into a Typeform and automatically set them up as a vendor on Brex.

When this happens...
New Entry
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Vendor
Creates a Vendor
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Api Docs Info
  API docs for Typeform are located here https://www.typeform.com/help/data-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
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

- 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

- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question inRequired
- Please provide list of choices
Action
Write
- FormRequired
- responses submitted since the specified date and time.
  Limit request to responses submitted since the specified date and time. Could be passed as int (timestamp in seconds) or in ISO 8601 format, UTC time, to the second, with T as a delimiter between the date and time
- responses submitted until the specified date and time.
  Limit request to responses submitted until the specified date and time. Could be passed as int (timestamp in seconds) or in ISO 8601 format, UTC time, to the second, with T as a delimiter between the date and time. NOTE: until must be after since if both parameters are specified
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- 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

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 Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn more

Related categories

Forms & Surveys

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Forms & Surveys

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Brex + Typeform

Create Brex vendors from new Typeform entries

New Entry

FormRequired

Duplicates an Existing Form

Form To DuplicateRequired

Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

Title of Your Duplicate Form (leave blank for same title)

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

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

Create an Empty Form

title of your formRequired

Choose Workspace To Create This Form In, leave it blank for default workspace

Update Dropdown, Multiple Choice or Ranking Question Options

Form To Update Question inRequired

Please provide list of choices

Lookup Responses

FormRequired

responses submitted since the specified date and time.

responses submitted until the specified date and time.