Connect Formitize to Brex

Both apps 49Formitize 19Brex 30

• Trigger
  New Client

  Triggers when a new client is added.

• Trigger
  On Create Job

  Triggers when a new job is created.

• Action
  Create Asset

  Creates an asset of an asset type.

• Action
  Create Client

  Creates a client with a billing name and optional primary contact and address.

• Action
  Create Job

  Creates a job and optionally assigns it to an agent.

• Action
  Delete Asset

  Deletes an asset.

• Action
  Delete Job

  Deletes a job.

• Action
  Get Asset

  Returns one asset.

• Action
  Get Client

  Returns one client with its contacts and locations.

• Action
  Get Submitted Form

  Returns one submitted form with its answers and attachments.

• Action
  List Assets

  Returns assets of one asset type.

• Action
  List Asset Types

  Returns the account's asset types and their columns.

• Action
  List Clients

  Returns a page of clients with their billing name, primary contact, address and status.

• Action
  List Form Templates

  Returns the account's form templates.

• Action
  List Jobs

  Returns jobs, optionally filtered by status or assigned agent.

• Action
  List Lookup Databases

  Returns the account's lookup databases.

• Action
  List Notifications

  Returns notifications, open or completed.

• Action
  List Submitted Forms

  Returns submitted forms, optionally filtered by form template, status, text or modified date.

• Action
  Update Client

  Updates a client's billing name, primary contact or address.

• Action
  Create Card

  Creates a new virtual or physical Brex card for a user, either on the user's own limit or with its own spend controls.

• Action
  Create Department

  Creates a new department in your Brex account and returns its ID, name and description.

• Action
  Create Location

  Creates a new location in your Brex account and returns its ID, name and description.

• Action
  Creates a Budget - “Brex Empower” Customers Only

  Creates a budget under a parent budget in a Brex Empower account and returns the new budget.

• Action
  Create Transfer

  Creates a payment from a Brex business account to a vendor or to another Brex business account, and returns the new transfer with its status.

• Action
  Create User

  Creates a new Brex employee user without sending an invitation, leaving the user inactive until they are invited later. Returns the id of the new user.

• Action
  Create Vendor

  Creates a new vendor in Brex, with optional contact details and payment accounts, and returns the created vendor.

• Action
  Disable User

  Disables (suspends) an active Brex user and returns the updated user. Optionally changes the user's manager, department, location, title, cost center, legal entity or metadata at the same time.

• Action
  Email Card Details

  Sends a secure email containing a card's number, CVV, and expiration date to the recipient you specify.

• Action
  Find a Card by ID

  Returns a single Brex card by its ID, including its owner, status, type, spend controls, addresses and expiration date.

• Action
  Find a User

  Returns the Brex users that match a name, email address or identity-provider ID, optionally narrowed by status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  Find Department by Name

  Returns the Brex departments that match the specified department name.

• Action
  Find Location by Name

  Returns the Brex locations that match the specified name.

• Action
  Find User by Email

  Returns the Brex user whose email address exactly matches the one you specify, or reports that no user was found.

• Action
  Find Vendor by Name

  Returns the vendors whose name matches the name you supply.

• Action
  Get Card Number

  Returns the full card number, CVV, expiration date and cardholder name for a Brex card.

• Action
  Get Card Transactions

  Returns settled card transactions across all of the company's Brex card accounts, optionally narrowed by user or posted date.

• Action
  Get Cash Transactions

  Returns the transactions for a Brex cash account, optionally only those posted on or after a given date.

• Action
  List cards

  Returns the company's Brex cards, optionally only those belonging to one user.

• Action
  List Cash Accounts

  Returns all of the company's Brex cash accounts with their status, balances, account and routing numbers, and which one is primary.

• Action
  List departments

  Returns the departments in your Brex account, optionally filtered by name.

• Action
  List Expenses

  Returns the expenses on the Brex account, optionally narrowed by user, budget, type, status or date range. Admins and bookkeepers see every expense; other users see only their own.

• Action
  List locations

  Returns the locations in your Brex account, optionally filtered by name.

• Action
  List users

  Returns the users in your Brex account, optionally narrowed by name, email, status, manager, department, location, title, cost center, legal entity or custom field value.

• Action
  List vendors

  Returns the vendors in the Brex account, optionally only those matching a vendor name.

• Action
  Terminate card

  Permanently terminates a Brex card and returns the updated card. The card owner is notified.

• Action
  Update a Budget - “Brex Empower” Customers Only

  Updates an existing Brex budget's name, description, parent, owners, period, amount or dates. Available to Brex Empower customers only.

• Action
  Update card

  Updates an existing Brex vendor card's spend controls and metadata, and returns the updated card.

• Action
  Update User

  Updates a Brex user's status, manager, department, location, title, cost center, legal entity or metadata. Anything left blank is unchanged.

• Action
  Update Vendor by Name

  Finds a Brex vendor by its company name and updates that vendor's name, email, phone, beneficiary name or payment accounts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.