Brex + Microsoft Excel

Generate Brex cards from new rows in Excel tables

When you add a new row of data to a table in Microsoft Excel, this Zap automatically creates a new Brex card based on the data in the row. Manage you workflows without having to leave your Excel interface!

When this happens...
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
TriggerPolling
automatically do this!
Create Card
Creates a card
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or 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
- Budget Name
- Budget Description
- Owner User IDs
- Member User IDs
- Limit Amount
- Currency
- Limit Type
- Spend Type
- Start Date
- End Date
- Limit Visibility
Action
Write
- Vendor NameRequired
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
- Next Cursor
- From
- To
Action
Search
- Department Name to Search ByRequired
Action
Search
- Budget IdRequired
Action
Search
- User IdRequired
Action
Search
- NameRequired
- Payment TypeRequired
Action
Search
- Location NameRequired
- Location Description
Action
Search or write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- 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
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Manager
- Department
- Location
- User Role
Action
Write
- Department NameRequired
- Department description
Action
Write
- Card IDRequired
- Recipient EmailRequired
- Sender NameRequired
- Message
- Expiry
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
Action
Search
- AccountRequired
- Record Limit
- Posted At Start
- Cursor
Action
Search
- EmailRequired
Action
Search
- Card IdRequired
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 Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn more

Related categories

Similar apps

Related Zap Templates

Track pending Brex card transactions by adding rows to a Microsoft Excel table

Related Zap Templates

Track pending Brex card transactions by adding rows to a Microsoft Excel table

Brex + Microsoft Excel

Generate Brex cards from new rows in Excel tables

New Row

New Worksheet

Add Row

Add Row to Table

Create Worksheet

Find Row

Find or Create Row

Pending Card Transactions

Transfer Processed

Create Card

Create Vendor

Disable User

Set User Limit

Create Location

Update a Budget - “Brex Empower” Customers Only

Update Vendor by Name

Get Card Transactions

Find Department by Name

Get a Budget - “Brex Empower” Customers Only

Find a User

Find Vendor by Name

Search or Create Location

New Row in Table

Updated Row

Add Row(s)

Create Workbook

Update Row

Find Worksheet

Find or Create Worksheet

Transfer Failed

Creates a Budget - “Brex Empower” Customers Only

Create User

Create Department

Email Card Details

List Cash Accounts

Create Transfer

Update User

Get Card Number

Get Cash Transactions

Find User by Email

Find a Card by ID

Find Location by Name

Search or Create Department

About Brex

Related categories

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

Related Zap Templates

Related Zap Templates