Brex + monday.com

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.

  1. When this happens...
    BrexBrex
    Pending Card Transactions

    Triggers when a card has pending transactions

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • Brex triggers, actions, and search

    Pending Card Transactions

    Triggers when a card has pending transactions

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search

    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

    Trigger
    Instant
    Try It
    • UserRequired

    • Card Name

    • Card TypeRequired

    Action
    Write
    • Company NameRequired

    • Email

    • Phone

    • Payment Type

    Action
    Write
  • Brex triggers, actions, and search

    Transfer Failed

    Triggers when a transfer has failed

    Trigger
    Instant
    Try It
    • Budget 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

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Manager

    • Department

    • Location

    • User Role

    Action
    Write
    • Department NameRequired

    • Department description

    Action
    Write
brex logo
brex logo

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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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