Connect Brex and Square
Integrate Brex with Square to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Brex + Square flows
Start from a real workflow other teams are already running.
Choose a trigger
Brex
When this happens...
Updated Expense
Choose an action
Square
Automatically do this!
Update a Customer
Add customer to a group
Create Customer
Find Customer
Remove Customer From Group
Create Customer Group
Update a Customer Group
Find Customer Group
Find a Merchant
Invite User to Brex when New Customer Created in Square
Use this flowUpdate User in Brex when New Customer Created in Square
Use this flowCreate Card in Brex when New Customer Created in Square
Use this flowUnlock Card in Brex when New Customer Created in Square
Use this flowLock Card in Brex when New Customer Created in Square
Use this flowTerminate Card in Brex when New Customer Created in Square
Use this flowCreate Vendor in Brex when New Customer Created in Square
Use this flowUpdate Expense Memo in Brex when New Customer Created in Square
Use this flowRetrieve Card PAN from Brex when New Customer Created in Square
Use this flowGet Cards in Brex when New Customer Created in Square
Use this flowSupported Triggers & Actions
Everything you can automate between Brex and Square.
When this happensTriggers
A trigger is an event that starts a workflow.
Updated Expense
Runs when a card expense is created or changed, with optional status filters.
New Customer Created
Triggers when a new customer is created.
New Payment Created
Triggers when a new payment is created.
Payment Updated
Triggers when a payment is updated.
Order Updated
Triggers when a order is updated.
Customer Updated
Triggers when a customer is updated.
Do thisActions
Action is the task that follows automatically within your Brex integrations.
Invite User
Invite a new employee to Brex with name, email and optional team details.
Update User
Update a Brex user's status, manager, department, location, title or other details.
Create Card
Issue a new virtual or physical Brex card for a user, with optional spend limits.
Unlock Card
Unlock a locked Brex card so it can be used again.
Lock Card
Lock a Brex card to prevent use until unlocked. Requires card ID and reason; optional description.
Terminate Card
Permanently terminate a Brex card by ID; select a reason and optional description.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Square
Square is a comprehensive platform that offers a range of tools and services for businesses, primarily focusing on payment processing, point-of-sale solutions, and financial services.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Brex and Square accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Brex and Square as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Square. No coding required.
Yes. You can set up a workflow where Brex triggers actions in Square, and a separate workflow where Square triggers actions in Brex. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Brex and Square. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Brex and Square integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
