When this happens...

Automatically do this!
Enable Integrations or automations with these events of LoopedIn and brex partner referrals
Creates a new idea in LoopedIn.
Updates an existing idea in LoopedIn.
Creates a new Roadmap Card in LoopedIn.
Updates an existing Roadmap Card in LoopedIn.
Deletes an existing idea in LoopedIn.
Delete an existing Roadmap Card in LoopedIn.

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To start, connect both your LoopedIn and brex partner referrals accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in brex partner referrals (or vice versa).
Absolutely. You can customize how LoopedIn data is recorded in brex partner referrals. This includes choosing which data fields go into which fields of brex partner referrals, setting up custom formats, and filtering out unwanted information.
The data sync between LoopedIn and brex partner referrals typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LoopedIn and brex partner referrals. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
Learn MoreThe Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.
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