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Connect Formsite and Brex to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."
A trigger is the event that kicks off your automated workflow.

Setup an action from Brex

An action is what takes place after the automation is triggered. For example, with Brex, the action could be "Creates a Budget - “Brex Empower” Customers Only."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to Brex

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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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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 Formsite to Brex integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and Brex 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.

Integration categories

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.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search
    Transfer Failed

    Triggers when a transfer has failed

    Trigger
    Instant
    Try It
    • 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
  • Brex triggers, actions, and search
    Pending Card Transactions

    Triggers when a card has pending transactions

    Trigger
    Instant
    Try It
  • Brex triggers, actions, and search
    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

    Trigger
    Instant
    Try It
    • User
      Required
    • Card Name
    • Card Type
      Required
    Action
    Write
    • Company Name
      Required
    • Email
      Required
    • Phone
    • Payment Type
    Action
    Write
formsite logo
formsite logo
About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreLearn more
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    brex logo
    brex logo
    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.
    HelpHelp
    Related categories
    Accounting

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