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integrationBrex node
HTTP Request
integrationClickUp node

Brex and ClickUp integration

Save yourself the work of writing custom integrations for Brex and ClickUp and use n8n instead. Build adaptable and scalable Finance & Accounting, Productivity, and Communication workflows that work with your technology stack. All within a building experience you will love.

How to connect Brex and ClickUp

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Brex and ClickUp integration: Create a new workflow and add the first step

Step 2: Add and configure ClickUp and Brex nodes (using the HTTP Request node)

You can find the ClickUp node in the nodes panel and drag it onto your workflow canvas. To add the Brex app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Brex. Configure Brex and ClickUp one by one: input data on the left, parameters in the middle, and output data on the right.

ClickUp and Brex integration: Add and configure ClickUp and Brex nodes

Step 3: Connect ClickUp and Brex

A connection establishes a link between ClickUp and Brex (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ClickUp and Brex integration: Connect ClickUp and Brex

Step 4: Customize and extend your ClickUp and Brex integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ClickUp and Brex with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ClickUp and Brex integration: Customize and extend your ClickUp and Brex integration

Step 5: Test and activate your Brex and ClickUp workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Brex to ClickUp or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ClickUp and Brex integration: Test and activate your ClickUp and Brex workflow

Build your own Brex and ClickUp integration

Create custom Brex and ClickUp workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for Brex

To set up Brex integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Brex to query the data you need using the API endpoint URLs you provide.

List referrals
Returns referrals created, excluding expired ones.
GET
get/v1/referrals
Create referral
This creates new referrals and returns an identifier with a unique application link.
POST
post/v1/referrals
Get referral
Returns a referral object by ID if it exists.
GET
/get/v1/referrals/{id}
Upload document
Create a new document upload using a presigned S3 URL.
POST
post/v1/referrals/{id}/document_upload

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List card accounts
This endpoint lists all accounts of card type.
GET
/v2/accounts/card
List primary card account statements
This endpoint lists all finalized statements for the primary card account.
GET
/v2/accounts/card/primary/statements
List cash accounts
This endpoint lists all the existing cash accounts with their status.
GET
/v2/accounts/cash
Get primary cash account
This endpoint returns the primary cash account with its status.
GET
/v2/accounts/cash/primary
Get cash account by ID
This endpoint returns the cash account associated with the provided ID with its status.
GET
get/v2/accounts/cash/{id}
List cash account statements
This endpoint lists all finalized statements for the cash account by ID.
GET
get/v2/accounts/cash/{id}/statements

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List users
This endpoint lists all users.
GET
/v2/users
Get current user
This endpoint returns the user associated with the OAuth2 access token.
GET
/v2/users/me
Get user
This endpoint gets a user by ID.
GET
/v2/users/{id}
Get limit for the user
This endpoint gets the monthly limit for the user including the monthly available limit.
GET
/v2/users/{id}/limit
Set user limit
This endpoint sets a limit for a user.
POST
post/v2/users/{id}/limit

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List locations
This endpoint lists all locations.
GET
get/v2/locations
Create location
This endpoint creates a new location.
POST
post/v2/locations
Get location
This endpoint gets a location by ID.
GET
get/v2/locations/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List departments
This endpoint lists all departments.
GET
get/v2/departments
Create department
This endpoint creates a new department.
POST
post/v2/departments
Create department
This endpoint creates a new department.
POST
/v2/departments
Get department
This endpoint gets a department by ID.
GET
/v2/departments/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List titles
This endpoint lists all titles.
GET
/v2/titles
Get title
This endpoint gets a title by ID.
GET
/v2/titles/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List cards
Lists all cards by a user_id.
GET
/v2/cards
Create card
Creates a new card requiring certain fields based on card type.
POST
post/v2/cards
Get card
Retrieves a card by ID.
GET
/v2/cards/{id}
Lock card
Locks an existing, unlocked card.
POST
post/v2/cards/{id}/lock
Get card number
Retrieves card number, CVV, and expiration date of a card by ID.
GET
get/v2/cards/{id}/pan
Create secure email to send card number
Creates a secure email to send card number, CVV, and expiration date of a card by ID to the specified email.
POST
post/v2/cards/{id}/email
Secure email card
Sends a secure email to a recipient regarding a card.
POST
/v2/cards/{id}/secure_email
Terminate card
Terminates an existing card and notifies the card owner.
POST
/v2/cards/{id}/terminate
Unlock card
Unlocks an existing card.
POST
/v2/cards/{id}/unlock

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List vendors
This endpoint lists all existing vendors for an account.
GET
/v1/vendors
Get vendor
This endpoint gets a vendor by ID.
GET
get/v1/vendors/{id}
Update vendor
Updates an existing vendor by ID.
PUT
put/v1/vendors/{id}
Delete vendor
This endpoint deletes a vendor by ID.
DELETE
delete/v1/vendors/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

Create transfer
This endpoint creates a new transfer.
POST
post/v1/incoming_transfers

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List transfers
This endpoint lists existing transfers for an account.
GET
get/v1/transfers
Create transfer
This endpoint creates a transfer between accounts.
POST
/v1/transfers
Get transfer
This endpoint gets a transfer by ID.
GET
/v1/transfers/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

List transactions
This endpoint lists all settled transactions for all card accounts.
GET
/v2/transactions/card/primary
List transactions
This endpoint lists all transactions for the cash account with the selected ID.
GET
/v2/transactions/cash/{id}

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

ClickUp supported actions

Create
Create a checklist
Delete
Delete a checklist
Update
Update a checklist
Create
Create a checklist item
Delete
Delete a checklist item
Update
Update a checklist item
Create
Create a comment
Delete
Delete a comment
Get Many
Get many comments
Update
Update a comment
Create
Create a folder
Delete
Delete a folder
Get
Get a folder
Get Many
Get many folders
Update
Update a folder
Create
Create a goal
Delete
Delete a goal
Get
Get a goal
Get Many
Get many goals
Update
Update a goal
Create
Create a key result
Delete
Delete a key result
Update
Update a key result
Create
Create a list
Custom Fields
Retrieve list's custom fields
Delete
Delete a list
Get
Get a list
Get Many
Get many lists
Member
Get list members
Update
Update a list
Create
Create a space tag
Delete
Delete a space tag
Get Many
Get many space tags
Update
Update a space tag
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Member
Get task members
Set Custom Field
Set a custom field
Update
Update a task
Create
Create a task dependency
Delete
Delete a task dependency
Add
Add a task to a list
Remove
Remove a task from a list
Add
Add a tag to a task
Remove
Remove a tag from a task
Create
Create a time entry
Delete
Delete a time entry
Get
Get a time entry
Get Many
Get many time entries
Start
Start a time entry
Stop
Stop the current running timer
Update
Update a time Entry
Add
Add tag to time entry
Get Many
Get many time entry tags
Remove
Remove tag from time entry

FAQs

  • Can Brex connect with ClickUp?

  • Can I use Brex’s API with n8n?

  • Can I use ClickUp’s API with n8n?

  • Is n8n secure for integrating Brex and ClickUp?

  • How to get started with Brex and ClickUp integration in n8n.io?

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