Resources · Make integration

Brex Make integrationAutomate Brex with Make.

Need Brex budgets and spend data to move without copy and paste? The Brex Make integration gives you 5 modules: 2 actions and 3 searches. This guide is for finance and ops teams, and it walks you from the connection to a first working scenario.

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What you can automate

What can the Brex Make integration do for your finance team?

The Brex Make integration links your Brex account to Make, a tool where you build a scenario (an automation made of connected steps) without writing code. Each step is a module: here, one that creates budgets and several that read budgets, expenses and settled card transactions, so that data can travel to your other tools.

Budgets that open themselves. When a project gets the green light in your request tool, Create a Budget sets up the matching Brex budget, so nobody has to rebuild it by hand from an email thread.

A spend view outside Brex. List Transactions returns the settled card transactions and List Expenses returns expenses, each one as a bundle (one item passed to the next module) that you can write into a spreadsheet or a reporting tool your managers already open.

Budget checks before you act. List Budgets reads the budgets on the account, which helps a scenario look up a budget before it sends an alert or creates a new one.

Brex has no trigger in Make: nothing starts a scenario from inside Brex. Your scenario starts on a Make schedule or on another app's event. For anything the listed modules skip, Make an API Call reaches the rest of the Brex API with the same connection. Many apps also exist as an n8n node; the n8n vs Make comparison lays out the differences between the two tools, and our Make review covers the editor itself.

Connect

How do you connect Brex to Make?

  1. 01

    Create an API key in Brex

    In your Brex dashboard, open Settings > Developer and click Create Token. Name the token, tick the scopes your scenario needs, confirm with Allow Access, then copy the API key shown on screen.

  2. 02

    Add a Brex module in Make

    In your scenario, add any Brex module and click Create a connection. A connection is your Brex account linked to Make once, then reused by every Brex module. The Connection name field is optional.

  3. 03

    Paste the key and save

    Paste the API key you copied from Brex into the credentials field, or follow the instructions Make displays, then save. The module can now read your Brex account and list what it finds.

First scenario

Your first scenario: open a Brex budget from an approved request

GoalWhen a spending request is approved in another app, Make creates the matching budget in Brex.

  1. 01

    Create the scenario

    On the Scenarios page, create a new scenario and click the + to add the first module: the app where requests get approved, such as a form or a table.

  2. 02

    Add Create a Budget

    Click the + on the right of that first module, search for Brex and pick Create a Budget. Click Create a connection if Brex is not linked yet.

  3. 03

    Map the request data

    Fill the budget fields by mapping data from the first module. Once the connection exists, Make shows the values the first module received, so you drag each one into the field it belongs to.

  4. 04

    Test with Run once

    Click Run once to execute the scenario one time. Read the bundles each module received, then check in Brex that the budget looks right.

  5. 05

    Schedule and switch it on

    Set the schedule on the first module, every 15 minutes by default, then switch the scenario on. Each module run counts as one operation, the unit Make tracks on your plan.

Modules

What each Brex module does in Make

Brex gives you 5 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Brex1

Create a Budget

Action

In Make“Creates a budget.”

This action opens a new budget in Brex from data your scenario already holds, so a spending envelope exists the moment a project is signed off elsewhere.

When to use it
a request tool or a project table marks a new initiative as approved and you want its Brex budget ready without a manual step.
Watch out
run a test with Run once first, since every run creates one more budget in the account.
Brex2

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Gives you access to any endpoint of the Brex API. It runs inside a scenario with the connection you already set up, so the few listed modules are not a ceiling on what you automate.

When to use it
the Brex feature you need has no dedicated module here, for example a record other than budgets, expenses or card transactions.
Watch out
the call runs with the scopes you ticked when you created the token in Brex, so check them before blaming the scenario.
Brex3

List Budgets

Search

In Make“Lists Budgets belonging to this account.”

Returns the budgets that belong to your Brex account, one bundle per budget, which lets a scenario check what already exists before it acts.

When to use it
before Create a Budget, to avoid a duplicate, or to copy the budget list into a sheet your managers read.
Watch out
this is a search, so it can return zero, one or many budgets; plan a filter if you only need one.
Brex4

List Expenses

Search

In Make“List expenses”

Pulls expenses out of Brex as separate bundles, so each one can land in accounting, a reporting sheet or a chat message without an export.

When to use it
your controller wants expenses reviewed in the tool the team already uses rather than inside Brex.
Watch out
each expense returned is a bundle, and every later module runs once per bundle, which adds operations on your plan.
Brex5

List Transactions

Search

In Make“Lists all settled transactions for card accounts.”

Brings back the settled transactions of your card accounts, which gives you a record of card spend that has gone through, ready to send to the tool where you review it.

When to use it
reconciling card spend against a ledger or feeding a dashboard that should only show final amounts.
Watch out
the module returns settled transactions only, so do not use it to watch card activity that is still in progress.
Need help

Need help automating Brex with Make?

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FAQ

Brex and Make: common questions

01Is the Brex Make integration free?
Yes, Brex is a standard app in Make, so it works on the Free plan. That plan allows 2 active scenarios, a scheduled run at most every 15 minutes, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) bring the interval down to 1 minute, lift the cap on active scenarios and count usage in credits each month. Your Brex subscription is a separate matter handled by Brex.
02What do you need to connect Brex to Make?
You need an active Brex account and an API key. In Brex, go to Settings > Developer, click Create Token, give it a name, choose the scopes, confirm with Allow Access and copy the key. In Make, add a Brex module, click Create a connection, optionally name it, and paste the key. That single connection is then shared by all five Brex modules in your scenarios, so you never paste the key twice. Keep the token somewhere safe on the Brex side.
03Can a Brex scenario run in real time?
No, because Brex has no trigger module in Make, so no Brex event can start a scenario on its own. There are two ways to start anyway. You can put a schedule on the first module, every 15 minutes by default, and let a Brex search such as List Transactions run at that interval. Or you can start with another app's trigger, for instance an approval in a form, and add Create a Budget after it.
04What if a Brex module is missing in Make?
Use Make an API Call. It reaches any endpoint of the Brex API with the connection you already created, so you can cover features the five listed modules skip. The call works with the scopes set on your Brex token, so review them in Brex when a request does not return what you expect. The Brex documentation in Make also notes that its content is AI generated from official Brex docs, so check important details with Brex.
05Should you use Make or n8n for Brex?
It depends on the tool your team already works in. Many apps also have an n8n node, so check whether Brex has one before you choose. In Make you get five ready modules, a guided connection with an API key and Make an API Call for the rest. Compare the two on what matters to you, such as the editor and how each plan counts usage, before you commit to either for your finance automations.
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