Connect finlight and Brex
Integrate finlight with Brex to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular finlight + Brex flows
Start from a real workflow other teams are already running.
Choose a trigger
finlight
When this happens...
New Article Arrives
Choose an action
Brex
Automatically do this!
Find Users
Invite User
Update User
Create Card
Unlock Card
Lock Card
Terminate Card
Create Vendor
Update Expense Memo
Retrieve Card PAN
Get Cards
Get User
Get Departments
Get Locations
Get Titles
Get Cost Centers
Get Legal Entities
Get Company
Get Cash Accounts
Get Card Accounts
Get Statements
Get Card Transactions
Get Cash Account Transactions
Get Expenses
Get Vendors
Lock Card in Brex when New Article Arrives in Finlight
Use this flowRetrieve Card PAN from Brex when New Article Arrives in Finlight
Use this flowGet Cards in Brex when New Article Arrives in Finlight
Use this flowGet Departments from Brex when New Article Arrives in Finlight
Use this flowGet Cost Centers from Brex when New Article Arrives in Finlight
Use this flowGet Legal Entities from Brex when New Article Arrives in Finlight
Use this flowGet Cash Accounts from Brex when New Article Arrives in Finlight
Use this flowGet Statements from Brex when New Article Arrives in Finlight
Use this flowGet Card Transactions from Brex when New Article Arrives in Finlight
Use this flowGet Expenses from Brex when New Article Arrives in Finlight
Use this flowSupported Triggers & Actions
Everything you can automate between finlight and Brex.
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Updated Expense
Runs when a card expense is created or changed, with optional status filters.
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
Find Users
Find users by email, name, or HR ID. Filter by status, manager, department, location, title, or custom fields.
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.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Explore viaSocket, a no-code AI-powered automation platform that connects 2,000+ apps to automate repetitive tasks. Learn how it works, set up triggers and actions, and start automating your day.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating finlight and Brex free
No credit card required. Set up your first workflow in minutes.
About finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your finlight and Brex 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 finlight and Brex 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 Brex. No coding required.
Yes. You can set up a workflow where finlight triggers actions in Brex, and a separate workflow where Brex triggers actions in finlight. 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 finlight and Brex. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire finlight and Brex integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
