Pick a template → connect your tools → go live in 2 minutes.
When a BambooHR new hire starts, DeskFerry calls Create User and Create Card on Brex with department and budget limits set from the role.
BambooHR: New hire starts
DeskFerry: Match & assign
Brex: Create user
Brex: Create card with budget limits
When Get Account Statements shows a Brex charge above a threshold, DeskFerry posts cardholder, merchant, and amount to Slack finance.
Brex: Account charge above threshold
DeskFerry: Decide the next action
Slack: Post transaction details to channel
An event occurs in Brex or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in Brex and other tools — no manual work required.
Brex simplifies workflows, while DeskFerry empowers these tasks with AI agents.
Send escalating email + SMS reminders for overdue Brex invoices until payment lands.
Capture receipts from email or Slack and push to Brex with category and project pre-tagged.
Turn monthly Brex close into a tracked checklist with reminders and ownership across the team.
Digest Brex revenue activity weekly — invoiced, recognized, deferred — for the finance lead.
Ready-to-use Brex actions you can add to your agents instantly.
Custom API calls to Brex with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using OAuth.
Choose "Brex" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Brex data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Payments, Deposits, Cards With DeskFerry, you can connect Brex to bexio, ERPNext, Harvest and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
As a business management tool, Brex connects with other business management apps like bexio, ERPNext, Harvest, Invoice Ninja through DeskFerry's integration platform. Build multi-step automations that combine Brex with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from Brex's API. Your agent can watch events and run 35 actions — no glue code.
Things the agent can do
Create a new budget for departments or projects.
Create a new card and assign it to a user.
Create a new department.
Create a new expense.
Create a new location.
Create a new job title.
Create a new user in the brex account.
Create a new vendor card.
Get details about the current brex account.
Get account statements.
Get detailed information about a specific budget.
Get transactions for a specific budget.
Get detailed information about a specific card.
Get card transactions for a date range.
Get company cash accounts.
Get details of a specific expense.
Get expenses for a date range.
Get spend limits configuration.
Get details of a specific transaction by id.
Get transactions for a date range.
Get transactions filtered by amount range.
Get transactions filtered by description text.
Get user profile information for current or specified user.
List all budgets and show available amounts across all cards.
List all cards associated with the account.
List all departments in the organization.
List all locations in the organization.
List all job titles in the organization.
List all users in the brex account.
List all vendors.
Transfer a card to a different user.
Update budget details.
Update spending limits and controls for a card.
Update the status of a card (activate/deactivate/terminate).
Update user details.
Curated for Brex's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with Brex.
Deploy Brex-ready AI agents for the tasks and industries your team works in.
