Integrate the Brex API with the Salesforce API

Setup the Brex API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Brex and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Brex with Salesforce#

Add Contact to Campaign with Salesforce API on New Transfer Event (Instant) from Brex API

Brex + Salesforce

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Add Lead to Campaign with Salesforce API on New Transfer Event (Instant) from Brex API

Brex + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Transfer Event (Instant) from Brex API

Brex + Salesforce

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Create Account with Salesforce API on New Transfer Event (Instant) from Brex API

Brex + Salesforce

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Create Attachment with Salesforce API on New Transfer Event (Instant) from Brex API

Brex + Salesforce

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Popular Brex and Salesforce Triggers#

New Transfer Event (Instant) from the Brex API

Emit new event for new failed or processed events

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Brex and Salesforce Actions#

Create Card with the Brex API

Creates a new card. See the docs here.

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Invite User with the Brex API

Invites a new user as an employee. See the docs here.

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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List Transactions for Primary Card Account with the Brex API

Lists all settled transactions for the primary card account. See the docs here.

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Overview of Brex#

The Brex API offers a powerful avenue for automating financial operations, providing programmatic access to a company's Brex account. Through the API, you can manage cards, view transactions, and handle rewards programmatically. When combined with Pipedream, the API's capabilities expand, allowing users to integrate Brex data with other apps, trigger workflows based on financial events, and streamline financial reporting and reconciliation processes.

Connect Brex#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    brex: {
      type: "app",
      app: "brex",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://platform.brexapis.com/v2/cards`,
      headers: {
        Authorization: `Bearer ${this.brex.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

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