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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Pending Card Transactions" from Brex.

Add your action

An action happens after the trigger—such as "Create or Update a Person" in Customer.io.

You’re connected!

Zapier seamlessly connects Brex and Customer.io, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Pending Card Transactions
Triggers when a card has pending transactions
Trigger
Instant
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Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Trigger
Instant
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- User
  Required
- Card Name
- Card Type
  Required
Action
Write
- Company Name
  Required
- Email
- Phone
- Payment Type
Action
Write
- User
  Required
Action
Write

- User
  Required
- Monthly Limit (in USD)
  Required
Action
Write
- Location Name
  Required
- Location Description
Action
Write

- Budget ID
  Required
- 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 Name
  Required
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
- Next Cursor
- From
- To
Action
Search
- Department Name to Search By
  Required
Action
Search
- Budget_id
  Required
Action
Search
- User_id
  Required
Action
Search
- Name
  Required
- Payment Type
  Required
Action
Search
- Location Name
  Required
- Location Description
Action
Search or write
- Anonymous Event Name
  Required
- Anonymous ID
  Required
- Anonymous Event Data
Action
Write

Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- Budget Name
  Required
- Budget Description
- Parent Budget ID
- Owner User IDs
- Member User IDs
- Period Type
  Required
- Limit Amount
  Required
- Currency
- Limit Type
  Required
- Spend Type
  Required
- Start Date
- End Date
- Limit Visibility
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Manager
- Department
- Location
- User Role
Action
Write
- Department Name
  Required
- Department description
Action
Write
- Card ID
  Required
- Recipient Email
  Required
- Sender Name
  Required
- Message
- Expiry
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment Instrument
  Required
- Account
  Required
- Amount
  Required
- Internal Description
  Required
- External Memo
  Required
Action
Write
- User
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card_id
  Required
Action
Search
- Account
  Required
- Record Limit
- Posted At Start
- Cursor
Action
Search
- Email
  Required
Action
Search
- Card_id
  Required
Action
Search
- Location Name to Search By
  Required
Action
Search
- Department Name
  Required
- Department description
Action
Search or write
- Id
  Required
- Email Address
- Attributes
Action
Write
- Id
  Required
- Event Name
  Required
- Event Data
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Brex and Customer.io to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Customer.io on the Zapier blog

Make work flow with AI

Level up your Brex to Customer.io integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 Customer.io

With Customer.io you can send email, SMS, and push based on what people do or don't do in your app.

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