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Quickly connect Brex to Salesforce with a Zapier template.

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Create Brex vendors from new Salesforce records
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Salesforce + Brex

Create Brex vendors from new Salesforce records

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Salesforce + Brex

How Zapier works

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

Select a trigger from Brex

A trigger is an event that starts your Zap and runs the workflow. For example, with Brex, a trigger could be "Pending Card Transactions."

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

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

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

That’s it! You just connected Brex to Salesforce

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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Customers who say using Zapier has made them better at their job

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

Make work flow with AI

Level up your Brex to Salesforce 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 Brex and Salesforce 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.

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.

Pending Card Transactions
Triggers when a card has pending transactions
Trigger
Instant
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Transfer Processed
Triggers when an incoming or outgoing transfer has been processed
Trigger
Instant
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- 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
- Limit 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 Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Department description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Monthly Limit (in USD)
  Required
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Monthly Limit (in USD)
  Required
- Use Assignment Rules
Action
Search or write

Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
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- Budget Name
  Required
- Budget Description
- Parent Budget ID
- Owner User IDs
- Member User IDs
- Period Type
  Required
- Limit 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
- Limit 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Department description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

Learn how to automate Brex on the Zapier blog

Learn how to automate Salesforce on the Zapier blog

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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