Integrate Brex with Retently
Trigger NPS/CSAT surveys after significant financial transactions or account changes, sync customer financial profiles for personalized feedback, and use survey responses to enhance financial service offerings.
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About Brex
Brex offers services for managing deposits, payments, credit cards, spend management, and accounting. It allows businesses to control and oversee their financial operations effectively.
Brex to Retently
Pending Card Transactions
Triggers when a card has pending transactions.Transfer Processed
Triggers when an incoming or outgoing transfer has been processed.Transfer Failed
Triggers when a transfer has failed.
Retently to Brex
Create Card
Creates a card.Create Vendor
Creates a vendor.Disable User
Disables a user.Set User Limit
Sets the limit for a user.Create Location
Creates a location.Update a Budget - Brex Empower Customers Only
Makes changes to an existing budget.Update Vendor by Name
Updates a vendor matching provided name.Get Card Transactions
Lists Brex card transactions.Find Department by Name
Finds a department by name.Get a Budget - Brex Empower Customers Only
Searches for a budget.Find a User
Finds a user by ID.Find Vendor by Name
Finds a vendor based on name.Search or Create Location
Searches or creates a location.Create a Budget - Brex Empower Customers Only
Creates a new budget.Create User
Creates a user.Create Department
Creates a department.Email Card Details
Lets you send an email with a secure link to get card details.List Cash Accounts
Lists all the existing cash accounts with their status.Create Transfer
Creates a new transfer.Update User
Updates a user.Get Card Number
Retrieves card number, CVV, and expiration date of a card by ID.Get Cash Transactions
Lists Brex cash transactions.Find User by Email
Finds a user by email.Find a Card by ID
Finds a card based on its ID.Find Location by Name
Finds a location by name.Search or Create Department
Searches or creates departments.Related blog posts
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