Google Drive + Schedule by Zapier + Brex + Formatter by Zapier

Create Google Drive files for Brex card transactions every month

On the first of every month, this Zapier template will export your previous month's Brex card transactions to your Google Drive. It will be a CSV but as a .txt file. Import this file manually into Google Sheets or Excel to see your transactions.

When this happens...
Every Month
Triggers every month, just choose what day of the month.
TriggerInstant
automatically do this...
Get Card Transactions
List Brex Card transactions
ActionSearch
then do this...
Utilities
Various utilities like "choose value from list" or "look up in table" (with line-item support).
ActionWrite
then do this!
Create File from Text
Create a new file from plain text.
ActionWrite

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Supported triggers and actions

What does this mean?

- 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
Try It
- 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
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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new files. Keep clicking to go inside folders. Please note: new files added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for updated files. Keep clicking to go inside folders. Please note: files updated within 5 minutes after creation or located in subfolders of the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
- Include Deleted
  Should this trigger also on files that are deleted?
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to Move
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- FolderRequired
  Destination folder to move into. Keep clicking to drill down into child folders.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to find/replace this file into. Keep clicking to drill down into child folders. Places at the top-level if none picked.
- File to ReplaceRequired
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Write
- FileRequired
  File to create a shortcut to
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Destination folder for shortcut. Keep clicking to drill down into child folders.
Action
Write
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
Action
Search
- File NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File Types
  Restrict the search to specific file types. If you only want a single file extension, you can simply add that to the name search above.
- FileRequired
  A file to be uploaded. Can be an actual file or a public URL. See this help doc for more information
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we use the same name and extension as the original file.
- File Extension
  Advanced: Can only be used if you also specify a file name.
- Idempotency Key
Action
Search or write

- Trigger on weekends?
  Should this Zap trigger on Saturday and Sunday?
Trigger
Instant
Try It
- 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
Try It
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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
Trigger
Scheduled
Try It
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Check a specific folder for new subfolders. Keep clicking to go inside folders. Please note: new folders added to subfolders inside the folder you choose here will NOT trigger this Zap. Defaults to the top-level folder if none is picked.
Trigger
Scheduled
Try It
- FileRequired
  File to Copy
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
- File Name
  By default, we name the new copy as "Copy of {original file name}".
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder to put the new copy into. Keep clicking to drill down into child folders. Defaults to the same folder as the source file's.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- Folder NameRequired
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Folder
  Folder where to place file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File NameRequired
- File ContentRequired
  Use plain text.
- Convert to Document?
  If yes, we will tell Google to convert this into an editable document.
Action
Write
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- File IdRequired
- Sharing PreferenceRequired
  This will add a group that the file is shared with, but not remove any existing groups it is shared with. Sharing with an organization is only valid for G Suite users.
- Organization Domain
  Domain name of your G Suite organization (required if you chose a "Sharing Preference" that includes your organization). Example: yourcompany.com
Action
Write
- Api Docs Info
  API docs for Google Drive are located here https://developers.google.com/drive/api/v3/reference
- 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
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search
- Folder NameRequired
- Drive
  The drive to use. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Shared Drives, you can select it here.
- Parent Folder
  Select where to create this new folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Action
Search or write

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

Learn more

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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.

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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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Accounting

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Google Drive + Schedule by Zapier + Brex + Formatter by Zapier

Create Google Drive files for Brex card transactions every month

Every Day

Trigger on weekends?

Time of DayRequired

Every Month

Day of the MonthRequired

Time of DayRequired

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

Numbers

TransformRequired

Utilities

TransformRequired

New File in Folder

Drive

Folder

Updated File

Drive

Folder

Include Deleted

Upload File

Drive

Folder

FileRequired

Convert to Document?

File Name

File Extension