Connect Outline to Brex

Both apps 65Outline 35Brex 30

• Trigger
  New Collection

  Triggers when a new collection is created in Outline.

• Trigger
  New Comment

  Triggers when a new comment is added in Outline, optionally on one document or collection.

• Trigger
  New Document

  Triggers when a new document is published in Outline, optionally within one collection.

• Action
  Add group

  Creates a new group in Outline that can be used to organize users and grant collection access.

• Action
  Add group member

  Adds a user to a group in Outline, optionally as a group admin.

• Action
  Add share

  Creates a share link for an Outline document or collection, returning the share's URL and settings.

• Action
  Archive Document

  Archives an Outline document so it leaves the active collection.

• Action
  Create Collection

  Creates a collection in Outline to group documents.

• Action
  Create Document

  Creates a document in an Outline collection and returns its ID and link.

• Action
  Delete Collection

  Deletes an Outline collection and all of its documents.

• Action
  Delete comment

  Deletes a comment, including all of its replies when it is a top-level comment.

• Action
  Delete Document

  Deletes an Outline document, moving it to trash or removing it permanently.

• Action
  Delete group

  Deletes a group. Its members lose access to any collections the group had been added to.

• Action
  Duplicate document

  Duplicates an existing document, optionally with its child documents, into the same or another collection.

• Action
  Find documents by title

  Returns documents whose titles match the search keywords you provide.

• Action
  Get Collection

  Returns an Outline collection's name, description and link.

• Action
  Get comment

  Returns a single comment on an Outline document, including its author, document and resolution status.

• Action
  Get Document

  Returns an Outline document with its title and Markdown text.

• Action
  Get group

  Returns a group's details, including its name, description and member count.

• Action
  Get User

  Returns an Outline user's name, email and role.

• Action
  Invite users

  Invites one or more people to join the Outline workspace by email, with a chosen role for each.

• Action
  List Collections

  Lists the collections in the Outline workspace.

• Action
  List comments

  Returns comments in your Outline workspace, optionally limited to one document or collection.

• Action
  List Documents

  Lists Outline documents, most recently updated first, optionally within one collection.

• Action
  List groups

  Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.

• Action
  List revisions

  Returns the revision history of an Outline document, newest snapshots with who created them and when.

• Action
  List Users

  Lists users in the Outline workspace, optionally filtered by name or email.

• Action
  Move document

  Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.

• Action
  Restore document

  Restores an archived or deleted document, optionally to a previous revision or into a different collection.

• Action
  Search Documents

  Searches Outline documents by keyword and returns matching documents with a context snippet.

• Action
  Update Collection

  Updates an Outline collection's name, description or color.

• Action
  Update comment

  Updates the body of an existing comment on an Outline document.

• Action
  Update Document

  Updates the title or text of an Outline document.

• Action
  Update group

  Updates an existing group's name, icon or color in Outline.

• Action
  Update user

  Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.

• 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.

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