Connect Zeeg to Brex

Both apps 59Zeeg 30Brex 29

• Trigger
  New routing form submission

  Triggers when someone submits a Zeeg routing form.

• Action
  Add CRM company

  Creates a company in your Zeeg CRM.

• Action
  Add CRM person

  Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.

• Action
  Add note

  Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.

• Action
  Add scheduled event

  Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.

• Action
  Cancel scheduled event

  Cancel a specific scheduled event in Zeeg, optionally with a reason.

• Action
  Delete CRM company

  Deletes a company from your Zeeg CRM.

• Action
  Delete CRM person

  Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.

• Action
  Delete time off

  Deletes a time-off period.

• Action
  Get available time slots

  Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.

• Action
  Get CRM company

  Returns one company from your Zeeg CRM.

• Action
  Get CRM person

  Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.

• Action
  Get current user

  Returns the email address of the Zeeg user whose API token the connection uses.

• Action
  Get default availability schedule

  Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.

• Action
  Get scheduled event

  Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.

• Action
  Get scheduling page

  Returns the full details of one Zeeg scheduling page (event type).

• Action
  Handover scheduled event

  Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.

• Action
  List availability schedules

  Lists the availability schedules of a Zeeg user, identified by email.

• Action
  List CRM companies

  Returns the companies in your Zeeg CRM, optionally filtered by a search term.

• Action
  List CRM people

  Returns all CRM people in your Zeeg workspace.

• Action
  List organization users

  Returns the users in your Zeeg workspace.

• Action
  List scheduled events

  Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.

• Action
  List scheduling pages

  Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.

• Action
  List teams

  Returns the teams in your Zeeg workspace.

• Action
  List time off

  Returns a user's vacations and out-of-office periods.

• Action
  Reschedule scheduled event

  Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.

• Action
  Update CRM company

  Updates the details of a company in your Zeeg CRM.

• Action
  Update CRM person

  Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update default availability schedule

  Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.

• Action
  Update scheduling page

  Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.

• 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
  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.