Brex and Zapier

OverviewSetupActions and triggersSafeguards and security

Overview

Brex account and card admins can boost their productivity and manage operations faster with our easy-to-use workflow automation tools, featuring no-code Zapier integrations. Connect your Brex data to over 4,000 applications in the Zapier marketplace and automate tasks like creating vendors, cards, users, or initiating payments based on specific triggers.

Setup

Quickly get started with the Brex app in the Zapier marketplace and access our library of pre-packed Zap templates for popular use cases.

Actions and triggers

Here are some examples of what you can automate with Zapier:

  • Generate Brex users from new inbound emails, Google Form responses, or Jira issues.
  • Create virtual cards from new Slack channel messages or rows in Excel tables.
  • Create Brex vendors from new Xero contacts, Salesforce records, or Typeform entries.

Safeguards and security

Zapier takes data security seriously and has obtained independent third-party auditor SOC 2 Type II and SOC 3 certifications.

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