Can Brex connect with Zoho CRM?

Yes, Brex can connect with Zoho CRM using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Brex and Zoho CRM. Configure nodes for Brex and Zoho CRM 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 Zoho CRM’s API with n8n?

Yes, with n8n, you can programmatically interact with Zoho CRM’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 Zoho CRM?

Yes, it is safe to use n8n to integrate Brex and Zoho CRM. 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 Zoho CRM integration in n8n.io?

To start integrating Brex and Zoho CRM 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.

Brex and Zoho CRM: Automate Workflows with n8n

How to connect Brex and Zoho CRM

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 Zoho CRM integration: Create a new workflow and add the first step

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

You can find the Zoho CRM 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 Zoho CRM one by one: input data on the left, parameters in the middle, and output data on the right.

Zoho CRM and Brex integration: Add and configure Zoho CRM and Brex nodes

Step 3: Connect Zoho CRM and Brex

A connection establishes a link between Zoho CRM 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.

Zoho CRM and Brex integration: Connect Zoho CRM and Brex

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

Zoho CRM and Brex integration: Customize and extend your Zoho CRM and Brex integration

Step 5: Test and activate your Brex and Zoho CRM workflow

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

Zoho CRM and Brex integration: Test and activate your Zoho CRM and Brex workflow

Build your own Brex and Zoho CRM integration

Create custom Brex and Zoho CRM 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!

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

Create transfer

This endpoint creates a new transfer.

POST

post/v1/incoming_transfers

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

Zoho CRM supported actions

Create

Create an account

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Update

Update an account

Create

Create a contact

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create a deal

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Update

Update a contact

Create

Create an invoice

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete an invoice

Get

Get an invoice

Get Many

Get many invoices

Update

Update an invoice

Create

Create a lead

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Fields

Get lead fields

Get Many

Get many leads

Update

Update a lead

Create

Create a product

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a product

Get

Get a product

Get Many

Get many products

Update

Update a product

Create

Create a purchase order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a purchase order

Get

Get a purchase order

Get Many

Get many purchase orders

Update

Update a purchase order

Create

Create a quote

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a quote

Get

Get a quote

Get Many

Get many quotes

Update

Update a quote

Create

Create a sales order

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a sales order

Get

Get a sales order

Get Many

Get many sales orders

Update

Update a sales order

Create

Create a vendor

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a vendor

Get

Get a vendor

Get Many

Get many vendors

Update

Update a vendor

Marketing Automation
Guide

Getting started with CRM automation: Essential guide & templates included

Discover how to streamline your sales & marketing with our CRM automation guide. Access customizable templates to jumpstart your automation process!

FAQs

Can Brex connect with Zoho CRM?
Can I use Brex’s API with n8n?
Can I use Zoho CRM’s API with n8n?
Is n8n secure for integrating Brex and Zoho CRM?
How to get started with Brex and Zoho CRM integration in n8n.io?

Brex and Zoho CRM integration

How to connect Brex and Zoho CRM

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

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

Step 3: Connect Zoho CRM and Brex

Step 4: Customize and extend your Zoho CRM and Brex integration

Step 5: Test and activate your Brex and Zoho CRM workflow

Build your own Brex and Zoho CRM integration

Supported API Endpoints for Brex

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Zoho CRM supported actions

Brex and Zoho CRM integration details

Supercharge your CRM

Brex and Zoho CRM integration tutorials

Getting started with CRM automation: Essential guide & templates included

6 e-commerce workflows to power up your Shopify store

FAQs

Can Brex connect with Zoho CRM?

Can I use Brex’s API with n8n?

Can I use Zoho CRM’s API with n8n?

Is n8n secure for integrating Brex and Zoho CRM?

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

Over 3000 companies switch to n8n every single week

Why use n8n to integrate Brex with Zoho CRM

Build complex workflows, really fast

Code when you need it, UI when you don't

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