Connect pex with 2200+ apps
Integrate pex with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of pex integrations
See how pex integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with pex automations
Automate when something happens in pex
Login -> Create new flow -> Select trigger -> Search pex -> Choose the trigger from the list
Take action in pex when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search pex -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Common automations include issuing and funding virtual cards, enforcing spend policies and approvals, syncing transactions and receipts to accounting, matching transactions for reconciliation, and creating vendor-specific cards for subscriptions.
Typical automations (card issuance, transaction sync, approval routing) can be set up in days. More complex flows that involve multiple systems or custom approval rules usually take 1–3 weeks depending on integrations and testing.
Yes. viaSocket uses encrypted API connections, stores credentials securely, and follows least-privilege principles so only required PEX permissions are used. Automations also keep an auditable trail of actions and approvals.
Yes. viaSocket can apply AI to classify receipts, extract invoice data, match transactions to vendors, and surface anomalous spend — then trigger PEX actions (like routing approvals or cancelling cards) based on those insights.
About pex
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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