Can Brex connect with Workboard?

Yes, Brex can connect with Workboard using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Brex and Workboard. Configure nodes for Brex and Workboard in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Brex’s API with n8n?

Yes, with n8n, you can programmatically interact with Brex’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Workboard’s API with n8n?

Yes, with n8n, you can programmatically interact with Workboard’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Brex and Workboard?

Yes, it is safe to use n8n to integrate Brex and Workboard. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

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

To start integrating Brex and Workboard in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Back to Integrations

Brex

Workboard

Brex and Workboard integration

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

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How to connect Brex and Workboard

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 Workboard integration: Create a new workflow and add the first step

Step 2: Add and configure Brex and Workboard nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for Brex and Workboard as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to Brex and Workboard to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Brex and Workboard integration: Add and configure Brex and Workboard nodes

Step 3: Connect Brex and Workboard

A connection establishes a link between Brex and Workboard (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.

Brex and Workboard integration: Connect Brex and Workboard

Step 4: Customize and extend your Brex and Workboard 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 Brex and Workboard with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Brex and Workboard integration: Customize and extend your Brex and Workboard integration

Step 5: Test and activate your Brex and Workboard workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Brex and Workboard 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.

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

Build your own Brex and Workboard integration

Create custom Brex and Workboard 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!

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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

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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

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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

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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

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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

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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

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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

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Create transfer

This endpoint creates a new transfer.

POST

post/v1/incoming_transfers

These API endpoints were generated using n8n

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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

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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

View workflow

Or explore 800+ other templates here

Supported API Endpoints for Workboard

To set up Workboard 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 Workboard to query the data you need using the API endpoint URLs you provide.

Get user profile

Retrieve the profile information of a user.

GET

/api/v1/users/profile

Create user

Add a new user to the system.

POST

/api/v1/users/create

Update user profile

Modify the profile information of an existing user.

PUT

/api/v1/users/update

Delete user

Remove a user from the system.

DELETE

/api/v1/users/delete

List users

Retrieve a list of users in WorkBoard.

GET

/wb/apis/user

Update user profile

Update the profile information of an existing user.

PUT

/api/v1/users/modify

Get user profile

Retrieve the profile of a user.

GET

/api/users/profile

Create user

Create a new user in the system.

POST

/api/users/create

Update user profile

Update the profile information of an existing user.

PUT

/api/users/update

Delete user

Remove a user from the system.

DELETE

/api/users/delete

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get all goals

Retrieve a list of all goals.

GET

/api/v1/goals

Create a goal

Add a new goal to the system.

POST

/api/v1/goals/create

Get goal

Retrieve the details of a specific goal by its ID.

GET

/goal/{goal_id}

Create goal

Create a goal for a user in your organization, including metrics sourced from the same person.

POST

/goal/

Get metric for goal

List data for one metric associated with the specified goal.

GET

/goal/{goal_id}/metric/{metric_id}

Get alignment for goal

List aligned and dependent goals associated with the specified goal.

GET

/goal/{goal_id}/alignment

Get all goals

Retrieve a list of all goals.

GET

/api/goals

Create a goal

Create a new goal in the system.

POST

/api/goals/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get all metrics

Retrieve a list of all metrics.

GET

/api/v1/metrics

Add metric data

Insert data for a specific metric.

POST

/api/v1/metrics/data

Add metric data

Add new data to an existing metric.

PUT

/api/v1/metrics/update

Get all metrics

Retrieve a list of all metrics.

GET

/api/metrics

Add metric data

Add data to an existing metric.

POST

/api/metrics/add

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get all tags

Retrieve a list of all tags.

GET

/api/v1/tags

Add tags to metrics

Add multiple tags to multiple metrics.

POST

/apis/metric/tags

Remove metric tags

Delete given tag lists mapped to the metric.

DELETE

/apis/metric/{metric_id}/tags

Get all tags

Returns all key result tags in the system.

GET

/apis/tags

Get one tag

Returns the specified key result tag.

GET

/apis/tags/{tag_id}

Get all tags for a group

Returns all tags available in a specified group of tags.

GET

/tags/?group_id={group_id}

Get all tags

Retrieve a list of all tags.

GET

/api/tags

Add tags to a single metric

Attach tags to a specific metric.

POST

/api/tags/addToMetric

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get action items

Retrieve a list of action items.

GET

/api/v1/action_items

Get action items

Retrieve a list of action items.

GET

/api/action_items

Create an action item

Create a new action item.

POST

/api/action_items/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get teams

Retrieve a list of all teams.

GET

/api/v1/teams

Create a team

Add a new team to the system.

POST

/api/v1/teams/create

Get teams

Retrieve a list of all teams.

GET

/api/teams

Create a team

Create a new team in the system.

POST

/api/teams/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get workstreams

Retrieve a list of all workstreams.

GET

/api/v1/workstreams

Create workstreams

Create a new workstream in the system.

POST

/api/v1/workstreams/create

Get workstreams

Retrieve a list of all workstreams.

GET

/api/workstreams

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get data streams

Retrieve a list of data streams.

GET

/api/v1/data_streams

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get user profile

Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.

GET

/user/{user_id}

Create a new user

Create a new user in the organization with the user's profile attributes.

POST

/user

Update user

Update user's profile and timezone information.

PUT

/wb/apis/user/?profile[title]=CMO&user_id={user_id}

Delete user

Delete a user's account and remove them from the organization.

PATCH

/wb/apis/user/?user_id={user_id}&action=disable

Get user goals

List details for goals belonging to the user.

GET

/wb/apis/user/goal

Get user teams

List all the teams that the user manages, or of which they are a member.

GET

/user/{user_id}/team/{team_id}

Bulk User Provisioning

Add, update and modify users in the existing organization.

PUT

/user/importOrg

Update user

Update a user's profile information.

PUT

/wb/apis/user/

Delete user

Delete a user's account and remove them from the organization.

PATCH

/wb/apis/user/{user_id}

Get user goals

List details for goals belonging to the user.

GET

/wb/apis/user/{user_id}/goal/{goal_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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

List metrics

Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.

GET

/wb/apis/metric/list

Create metric

Use this endpoint to create a new metric for a specified goal.

POST

/wb/apis/metric/create

Update metric

Use this endpoint to update an existing metric based on its ID.

PUT

/wb/apis/metric/update

Delete metric

Use this endpoint to delete a metric by its ID.

DELETE

/wb/apis/metric/delete

List metrics

Returns all metrics that the authenticated user is responsible for updating.

GET

/metric/

Get one metric

Returns data for an individual metric.

GET

/metric/{metric_id}

Get tags for metric

Returns all key result tags mapped to the given metric in the system.

GET

/apis/metric/{metric_id}/tags

Get list of metrics' tags

Returns all tags mapped to given metric list.

GET

/apis/metric/krtags?metric_ids=metric_id1,metric_id2

Get metrics for tag

Returns all metrics mapped to the given tag_id.

GET

/apis/metric/tags?tag_id={tag_id}

Add tags to metric

Add multiple tags to the given metric.

PUT

apis/metric/{metric_id}/tags

Add tags to a single metric

Add multiple tags to the given metric.

PUT

/apis/metric/{metric_id}/tags

Add tags to a single metric

Add multiple tags to the given metric.

PUT

PUT apis/metric/{metric_id}/tags

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get data streams

Retrieve a list of all data streams.

GET

/api/v1/datastreams

Create data streams

Create a new data stream in the system.

POST

/api/v1/datastreams/create

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Brex and Workboard integration details

Brex is a financial technology company that offers a corporate credit card specifically designed for startups and scale-ups. It provides these businesses with higher credit limits, simplified expense management, and tailored rewards, aiming to help them optimize their financial operations and growth.

Using generic authentication

See Brex integrations

Related categories

Finance & Accounting

Workboard is a software tool designed to help teams manage and prioritize their work efficiently. It provides a centralized platform for task tracking, performance measurement, and goal setting. Workboard streamlines communication and collaboration, enabling teams to stay organized and achieve their objectives effectively.

Using generic authentication

See Workboard integrations

Related categories

Productivity