Brex + Notion
Process new Brex transfers by creating database items in Notion
With this workflow, once a transfer process is completed in the Brex app, a new database item will be instantly created in Notion. This seamless link between Brex and Notion simplifies financial record-keeping, reducing manual data entry and ensuring every transaction is captured in your Notion database. Ideal for businesses seeking an efficient, streamlined financial management process.
With this workflow, once a transfer process is completed in the Brex app, a new database item will be instantly created in Notion. This seamless link between Brex and Notion simplifies financial record-keeping, reducing manual data entry and ensuring every transaction is captured in your Notion database. Ideal for businesses seeking an efficient, streamlined financial management process.
- When this happens...Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
- automatically do this!Create Database Item
Creates an item in a database.
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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