Brex Integration — Automate Brex with AI on Beauto
Brex provides corporate credit cards, spend management, and financial tools tailored for startups and tech businesses to optimize cash flow, accounting, and growth
Category: accounting · 84 actions available
What you can automate with Brex
Beauto connects Brex with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Brex events, enrich Brex data with AI, or sync Brex with the rest of your stack — without writing code.
- Sync Brex data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Brex events and route the output anywhere
- Schedule recurring Brex tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Brex actions Beauto supports
- Add Webhook Group Members — Add webhook subscription members to a webhook group. This action associates one or more webhook subscriptions with an existing webhook group, allowing those subscriptions to receive events targeted at the group. Note: We
- Archive Budget — Archive a budget to mark it as inactive and prevent future expenses. Archives the specified budget, making it unusable for new transactions and removing it from active budget lists in the UI. This action is permanent and
- Archive Spend Limit — Archive a spend limit in Brex. Archives an existing spend limit to remove it from active use, making it unusable for future expenses and hiding it from the UI. Once archived, the spend limit cannot be used to authorize n
- Create Budget — Create a new budget for departments or projects.
- Create Spend Limit (Budget V1) — Tool to create a new Spend Limit (Budget) in Brex. Use when you need to set up spending controls with specific limits, visibility settings, and period types.
- Create Card — Create a new card and assign it to a user.
- Create Department — Create a new department.
- Create Document Upload for Referral — Create a document upload URL for a referral and return a pre-signed S3 upload URL. Use this tool when you need to upload supporting documents for a business referral application. The tool returns a pre-signed S3 URL that
- Create Expense — Create a new expense.
- Create Custom Field — Create a new custom field in Brex. Use when you need to add custom metadata fields for accounting or ERP integrations. Fields can be associated with specific integrations and can be enabled or disabled as needed.
- Create Field Values — Create custom field values for a specific Brex field. Use when you need to add new dropdown options or values to a custom field (up to 1000 values per request). This action allows you to bulk-create field values for cust
- Create Location — Create a new location.
- Create Referral Request — Tool to create a new referral to Brex for onboarding. Use when you want to refer a prospect to Brex and get a personalized application link. The response contains a unique referral ID and a personalized signup URL. Many
- Create Spend Limit — Tool to create a spend limit in Brex. Use when you need to establish spending controls with authorization settings, visibility rules, and policy associations. Requires expense policy ID and authorization settings. Option
- Create Job Title — Create a new job title.
- Create User — Create a new user in the Brex account.
- Create Vendor — Create a new vendor in Brex for payment operations. The vendor company name must be unique within your Brex account - attempting to create a vendor with a duplicate name will result in an error. You can optionally includ
- Create Webhook Group — Tool to create a webhook group for targeting webhook subscriptions. Use when you need to create a webhook group to organize webhook subscriptions for specific members. Webhook groups are only available for partners.
- Create Webhook Subscription — Register a new webhook subscription to receive real-time notifications for Brex events. This allows you to be notified via HTTPS POST requests when events occur, such as USER_UPDATED, EXPENSE_PAYMENT_UPDATED, TRANSFER_PR
- Delete Field — Tool to delete a custom field by Brex ID. Use when you need to permanently remove a custom field from the system.
- Delete Field Values — Delete custom field values for a specific field. You can delete up to 1000 values at once. Each value must be identified by exactly one of: brex_id (Brex-generated ID), value_id (value identifier), or remote_id (external
- Delete Vendor — Delete a vendor by ID. Use this when you need to remove a vendor from the system. The vendor must exist and not have any pending transactions or dependencies.
- Get Account Statements — Get finalized statements for the primary cash account. Returns statement history including start and end balances for each statement period.
- Get Budget Details — Get detailed information about a specific budget. This action retrieves comprehensive budget details including balance, limits, ownership, and period information from the Brex v2 Budgets API.
- Get Card Details — Get detailed information about a specific card.
- Get Card Expense — Tool to retrieve detailed information about a specific card expense by its ID. Use when you need to get comprehensive details about a card transaction, including merchant information, amounts, status, and other expense m
- Get Card Number — Get card number, CVV, and expiration date for a specific card.
- Get Card Transactions — Get settled card transactions for the primary card account. Returns purchases, refunds, and chargebacks that have been posted/settled. Use the next_cursor field in the response for pagination to retrieve additional resul
- Get Company Cash Accounts — Retrieve all cash (deposit) accounts for the company. Returns account details including balances, account numbers, routing numbers, and status. Use this to view available cash accounts, check balances, or get account inf
- Get Company Details — Get company information associated with the OAuth2 access token. Returns details including company ID, legal name, account type, and mailing address.
- Get Department By ID — Get detailed information about a specific department by ID. Use when you need to retrieve department details for a given department identifier.
- Get Expense — Tool to get details of a specific expense by ID. Use when you need to retrieve complete information about an expense including merchant details, receipts, budget allocation, and payment status.
- Get Field By ID — Tool to retrieve a custom field by its Brex ID. Use when you need detailed information about a specific custom field.
- Get Field Value By ID — Tool to retrieve a specific field value by field ID and field value ID. Use when you need details about a custom field value.
- Get Legal Entity — Tool to retrieve a legal entity by its ID from Brex. Use when you need detailed information about a specific legal entity.
- Get Location By ID — Get detailed information about a specific location by ID. Use when you need to retrieve location details for a given location identifier.
- Get Referral By ID — Tool to retrieve a specific referral by its ID from Brex. Use when you need to check the status of a referral or get the signup URL.
- Get Spend Limit By ID — Tool to get detailed information about a specific spend limit by its ID. Use when you need to retrieve the configuration, status, balance, or settings of a particular spend limit.
- Get Spend Limits — Get spend limits configuration.
- Get Title by ID — Get detailed information about a specific job title by ID. Use when you need to retrieve title details for a given title identifier.