Manage new Brex pending card transactions by creating items in monday.com
Keep track of your financial activity more effectively with this workflow. When a pending card transaction occurs in Brex, a new item is immediately created in monday.com. This way, you stay updated on your financial movements, ensuring optimal control over your resources without the hassle of manual entry. It's a simple yet powerful solution for maintaining financial transparency within your business operations.
Keep track of your financial activity more effectively with this workflow. When a pending card transaction occurs in Brex, a new item is immediately created in monday.com. This way, you stay updated on your financial movements, ensuring optimal control over your resources without the hassle of manual entry. It's a simple yet powerful solution for maintaining financial transparency within your business operations.
- When this happens...Pending Card Transactions
Triggers when a card has pending transactions
- automatically do this!Create Item
Create a new Item in a board
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Pending Card Transactions
Triggers when a card has pending transactions
Try ItTransfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItUserRequired
Card Name
Card TypeRequired
Company NameRequired
Email
Phone
Payment Type
Transfer Failed
Triggers when a transfer has failed
Try ItBudget NameRequired
Budget Description
Parent Budget ID
Owner User IDs
Member User IDs
Period TypeRequired
Limit AmountRequired
Currency
Limit TypeRequired
Spend TypeRequired
Start Date
End Date
Limit VisibilityRequired
First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
Department NameRequired
Department description