Connect upnify and brex to Build Intelligent Automations

Choose a Trigger

upnify

When this happens...

Choose an Action

brex

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between upnify and brex?

To start, connect both your upnify and brex accounts to viaSocket. Once connected, you can set up a workflow where an event in upnify triggers actions in brex (or vice versa).

Can we customize how data from upnify is recorded in brex?

Absolutely. You can customize how upnify data is recorded in brex. This includes choosing which data fields go into which fields of brex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between upnify and brex?

The data sync between upnify and brex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from upnify to brex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between upnify and brex?

Yes, you can set conditional logic to control the flow of data between upnify and brex. 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.

upnify

About upnify

Upnify is a CRM platform designed for sales teams that provides email templates, sales reports, automated lead assignment, and more.

Learn More
brex

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 More