Brex + Salesforce

Create Brex vendors from new Salesforce records

Keep your vendor data up to date effortlessly with this Zap. Once it's active, this integration automatically generates a new Brex vendor every time a new Salesforce record is added.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create Vendor
Creates a Vendor
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
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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- UserRequired
- Card Name
- Card TypeRequired
Action
Write
- Company NameRequired
- Email
- Phone
- Payment Type
Action
Write
- UserRequired
Action
Write
- UserRequired
- Monthly Limit (in USD)Required
Action
Write
- Location NameRequired
- Location Description
Action
Write
- Budget IDRequired
- Budget Name
- Budget Description
- Owner User IDs
- Member User IDs
- Limit Amount
- Currency
- Limit Type
- Spend Type
- Start Date
- End Date
- Limit Visibility
Action
Write
- Vendor NameRequired
- Email
- Phone
- Payment Type
Action
Write
- Record Limit
- Next Cursor
- From
- To
Action
Search
- Department Name to Search ByRequired
Action
Search
- Budget IdRequired
Action
Search
- User IdRequired
Action
Search
- NameRequired
- Payment TypeRequired
Action
Search
- Location NameRequired
- Location 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 ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
Transfer Failed
Triggers when a transfer has failed
Trigger
Instant
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- 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
- Card IDRequired
- Recipient EmailRequired
- Sender NameRequired
- Message
- Expiry
Action
Write
List Cash Accounts
Lists all the existing cash accounts with their status
Action
Write
- Vendor name
- Payment InstrumentRequired
- AccountRequired
- AmountRequired
- Internal DescriptionRequired
- External MemoRequired
Action
Write
- User
- Status
- Manager
- Department
- Location
- User Role
Action
Write
- Card IdRequired
Action
Search
- AccountRequired
- Record Limit
- Posted At Start
- Cursor
Action
Search
- EmailRequired
Action
Search
- Card IdRequired
Action
Search
- Location Name to Search ByRequired
Action
Search
- Department NameRequired
- Department description
Action
Search or write

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Brex + Salesforce

Create Brex vendors from new Salesforce records

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Find or Create Record

Pending Card Transactions

Transfer Processed

Create Card

Create Vendor

Disable User

Set User Limit

Create Location

Update a Budget - “Brex Empower” Customers Only

Update Vendor by Name

Get Card Transactions

Find Department by Name

Get a Budget - “Brex Empower” Customers Only

Find a User

Find Vendor by Name

Search or Create Location

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create File

Create Note

Create Record (UTC)

Update Lead

Update Record (UTC)

Find Child Records

Find Record(s)

Find Record by Query

Find or Create Record by Query

Transfer Failed

Creates a Budget - “Brex Empower” Customers Only

Create User

Create Department

Email Card Details

List Cash Accounts

Create Transfer

Update User

Get Card Number

Get Cash Transactions

Find User by Email

Find a Card by ID

Find Location by Name

Search or Create Department

About Brex

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces