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Integrate BambooHR with Brex to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate BambooHR with Brex - no code necessary. See how you can get setup in minutes.

Select a trigger from BambooHR

A trigger is an event that starts your Zap and runs the workflow. For example, with BambooHR, a trigger could be "New Employee Started."

A trigger is the event that kicks off your automated workflow.

Setup an action from Brex

An action is what takes place after the automation is triggered. For example, with Brex, the action could be "Creates a Budget - “Brex Empower” Customers Only."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected BambooHR to Brex

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect BambooHR to Brex with a Zapier template.

Our most popular template

Add new BambooHR employees as Brex users
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BambooHR + Brex
Create Brex cards for new BambooHR employees
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BambooHR + Brex

Add new BambooHR employees as Brex users

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BambooHR + Brex

Create Brex cards for new BambooHR employees

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BambooHR + Brex

Make work flow with AI

Level up your BambooHR to Brex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect BambooHR and Brex to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect BambooHR and Brex to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Employee Started
Triggers on a new employee's start date.
Trigger
Scheduled
Try It
- Report_number
  Required
- Field
Trigger
Scheduled
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Scheduled
Try It
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write
- Request
  Required
- Status
- Note
Action
Write

- File Name
- EmployeeId
- Share This File with Employee
  Required
- File
  Required
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Search

Pending Card Transactions
Triggers when a card has pending transactions
Trigger
Instant
Try It
Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Trigger
Instant
Try It
- User
  Required
- Card Name
- Card Type
  Required
Action
Write
- Company Name
  Required
- Email
  Required
- Phone
- Payment Type
Action
Write
- User
  Required
Action
Write
- User
  Required
- Monthly Limit (in USD)
  Required
Action
Write
- Department Name
  Required
- Department description
Action
Write
- Budget ID
  Required
- Budget Name
  Required
- Budget Description
- Owner User IDs
- Member User IDs
- Amount
  Required
- Currency
- Limit Type
  Required
- Spend Type
  Required
- Start Date
- End Date
- Limit Visibility
  Required
Action
Write
- Vendor Name
  Required
- Email
  Required
- Phone
- Payment Type
Action
Write
- Monthly Limit (in USD)
  Required
- Next Cursor
- From
- To
Action
Search
- Department Name
  Required
Action
Search
- Budget_id
  Required
Action
Search
- User
  Required
Action
Search
- Department Name
  Required
- Payment Type
  Required
Action
Search
- Department Name
  Required
- Department description
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Scheduled
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Scheduled
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Start Date
- End Date
- Include
Action
Write
- EmployeeId
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search By
  Required
- Search Value
  Required
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail
Action
Search or write
Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
Try It
- Budget Name
  Required
- Budget Description
- Parent Budget ID
- Owner User IDs
- Member User IDs
- Period Type
  Required
- Amount
  Required
- Currency
- Limit Type
  Required
- Spend Type
  Required
- Start Date
- End Date
- Limit Visibility
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Manager
- Department
- Location
- User Role
Action
Write
- Department Name
  Required
- Department description
Action
Write
- Card ID
  Required
- Recipient Email
  Required
- Sender Name
  Required
- Message
- Expiry
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment Instrument
  Required
- Account
  Required
- Amount
  Required
- Department description
- External Memo
  Required
Action
Write
- User
  Required
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card ID
  Required
Action
Search
- Account
  Required
- Monthly Limit (in USD)
  Required
- Posted At Start
- Next Cursor
Action
Search
- Email
  Required
Action
Search
- Card ID
  Required
Action
Search
- Department Name
  Required
Action
Search
- Department Name
  Required
- Department description
Action
Search or write

Learn how to automate BambooHR on the Zapier blog

Learn how to automate Brex on the Zapier blog

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Related categories

HR Talent & Recruitment

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Workable

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Breezy HR

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Zoho Recruit

HR Talent & Recruitment, Zoho

About Brex

Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.

Related categories

Accounting

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