Connect IntelligenceBank to Brex

Both apps 65IntelligenceBank 35Brex 30

• Trigger
  New Database Record

  Triggers when a new record is added to a chosen database.

• Trigger
  New Folder

  Triggers when a new resource folder is added, at the root or inside a chosen folder.

• Trigger
  New Markup Comment

  Triggers when a new markup comment is added to a resource, record or workflow request.

• Trigger
  New or Updated Database Record

  Triggers when a record in the chosen IntelligenceBank database is created or updated.

• Trigger
  New or Updated Record File

  Triggers when a file attached to a database record is added or updated.

• Trigger
  New or Updated Resource

  Triggers when a resource (file, URL or other asset) is created or updated in IntelligenceBank.

• Trigger
  New or Updated User

  Triggers when a user is created or updated in IntelligenceBank.

• Trigger
  New Permission Group

  Triggers when a new permission group is added.

• Trigger
  New Record File Revision

  Triggers when a new file or file revision is uploaded to a database record.

• Trigger
  New Resource

  Triggers when a new resource (file, URL or other asset) is added in IntelligenceBank.

• Trigger
  New User

  Triggers when a new user is added to IntelligenceBank.

• Trigger
  Updated Resource

  Triggers when an existing resource (file, URL or other asset) is updated in IntelligenceBank.

• Trigger
  Updated User

  Triggers when a user in IntelligenceBank is updated.

• Action
  Add Record Multi-Upload Field File or URL

  Appends file or URL attachments to a multiple-upload field on an existing database record.

• Action
  Create Compliance Risk Review

  Starts a compliance risk review of text or an uploaded file and returns the new review's id.

• Action
  Create Database Record

  Creates a new record in an IntelligenceBank database, filling in its form fields.

• Action
  Create Folder

  Creates a resource folder or sub-folder with a name and optional description.

• Action
  Create Markup Comment

  Creates a markup comment on a workflow request, database record or record file you participate in.

• Action
  Create Permission Group

  Creates a permission group, optionally copying another group's permissions.

• Action
  Create Record File Workflow Request

  Creates an approval workflow request for a file attached to a database record's multi-upload field.

• Action
  Create Resource

  Creates a new file resource in a folder, attaching a previously uploaded file along with its name, description, keywords and metadata.

• Action
  Delete Database Record

  Deletes a database record.

• Action
  Delete Markup Comment

  Deletes a markup comment by its ID.

• Action
  Get Compliance Risk Review Details

  Returns the status and results of a compliance risk review, including findings once the review has completed.

• Action
  Search Database Records

  Searches records in one database and returns the matches.

• Action
  Search Folders

  Searches resource folders by keyword or parent folder and returns the matching folders.

• Action
  Search Markup Comments

  Returns markup comments whose text contains the given keywords, optionally limited to comments made on one item.

• Action
  Search Permission Groups

  Searches permission groups by name and returns the matching groups.

• Action
  Search Users

  Searches IntelligenceBank users by keyword or email and returns the matching users.

• Action
  Update Permission Group

  Updates the name or description of an existing multi-user permission group.

• Action
  Update Resource Metadata

  Updates the metadata of an existing resource, such as its name, description, keywords, dates, ownership details, filters and custom upload fields.

• Action
  View a Record

  Returns all details of one database record.

• Action
  View Filter

  Returns a single filter and its values, as set up under Admin > Filters.

• Action
  View Group

  Returns the details of one permission group.

• Action
  View Resource Details

  Returns all details of one resource.

• 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.