Brex + Xero
Create Brex vendors from new Xero contacts
Keep your accounting data up to date, with no added clicks or keystrokes. This Zap automatically creates a new Brex vendor every time a Xero contact is added to your account.
Keep your accounting data up to date, with no added clicks or keystrokes. This Zap automatically creates a new Brex vendor every time a Xero contact is added to your account.
- When this happens...
New ContactTriggers when you add a new contact.
TriggerScheduledZapier 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 Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPurchase Order Status
If left empty, Zapier will trigger on all new purchase orders, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense Claim Receipt
Triggers when you add a new draft expense claim receipt.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoiceRequired
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From AccountRequired
The bank account the payment is being made from.
To AccountRequired
The bank account the payment is being made to.
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Date
Defaults to current date if not specified.
Expiry
Quote Number
If you want Xero to auto-generate a Quote Number for you, leave this field blank.
Reference
Theme
Title
Summary
Currency
Amounts Are
Defaults to Tax Exclusive if not specified
Item Code
DescriptionRequired
Quantity
Unit Price
Discount %
Account
Tax Rate
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice NumberRequired
To email an invoice, it must have a status of Awaiting Approval, Awaiting Payment or Paid. The email will be sent to the primary email address of the contact on the invoice and any others marked as "Include in emails." The subject and body of the email will be based on the default email template.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Number
Unique alpha numeric code identifying invoice - leave blank for auto-generated value.
Reference
An additional reference number
Url
URL link to a source document.
Sent To Contact
Mark invoice as "sent" (note: does not actually send an email). This can be set only on invoices that have a status of "approved" You can set this in the Status field above.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact (supplier)Required
Date
When the purchase order was issued. Defaults to today's date if not specified.
Delivery Date
Order Number
If left blank, Xero will auto-generate this from your default invoice numbering.
Reference
Theme
Currency
Tax Type
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Discount %
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
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
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
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
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
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
Specify the Card ID
ActionThis is an event a Zap performs.SearchFind existing data in your appAccountRequired
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
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
Find the Card by ID
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
Quote Status
If left empty, Zapier will trigger on all new quotes, regardless of status.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTransaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Also known as the ABN (Australia), GST Number (New Zealand), VAT Number (UK) or Tax ID Number (US and global) depending on which regionalized version of Xero you use.
Bank Account Number
Groups
Add contact to selected group(s). Does not replace contact's existing groups.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TypeRequired
ContactRequired
Date
Defaults to today's date if not specified.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Email Address
Status
Defaults to Draft if not specified.
Date
Defaults to creation date if not specified.
Due Date
A due date is required for approved invoices.
Currency
Default currency for organization will be used if not specified.
Url
URL link to a source document.
Attachment
Branding Theme
The branding theme to use for this invoice.
Reference
Non-unique alpha numeric code identifying the bill.
Url
URL link to a source document.
Line Items Type
Line amounts are exclusive of tax by default if you don't specify this element.
Item Code
You must provide either an Item Code or both a Description and a Unit Price.
Description
If no Item Code is provided, this field is required.
QuantityRequired
Unit Price
If no Item Code is provided, this field is required.
Account
Tax Rate
Only specify if you want to override the default tax type for the account above.
Tracking
For example: Region - West Coast - see Setting > General Settings > Tracking in Xero for your tracking categories and options.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document Type
What you'll you provide the ID or number for via the next field.
Document ID or NumberRequired
The ID or Number for the selected Document Type.
Paid ToRequired
The bank account or clearing account the payment is being made to.
Date
Currency Rate
Exchange rate when payment is received. Only used for non base currency invoices.
AmountRequired
Reference
An optional description for the payment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Xero are located here https://developer.xero.com/documentation/api/accounting/overview
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPending 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
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
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
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
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
Enter a Budget ID
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
Enter User ID - Example format cuuser_XXX
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Find the Vendors with this name.
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
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About Xero
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