Brex + ClickUp
Create tasks in ClickUp for new pending card transactions in Brex
Stay organized and on top of your finances with this workflow. When a pending card transaction occurs in your Brex account, a task will be immediately set up in ClickUp to help you manage your financial records. This automation provides an efficient solution to balance tracking and ensures nothing slips through the cracks in your money management process.
Stay organized and on top of your finances with this workflow. When a pending card transaction occurs in your Brex account, a task will be immediately set up in ClickUp to help you manage your financial records. This automation provides an efficient solution to balance tracking and ensures nothing slips through the cracks in your money management process.
- When this happens...Pending Card Transactions
Triggers when a card has pending transactions
- automatically do this!Create Task
Creates a new task.
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Pending Card Transactions
Triggers when a card has pending transactions
Try ItTransfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItUserRequired
Card Name
Card TypeRequired
Company NameRequired
Email
Phone
Payment Type
Transfer Failed
Triggers when a transfer has failed
Try ItBudget 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
First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
Department NameRequired
Department description
