Email Parser by Nekton integration with Brex Partner Referrals
How to Upload documents in Brex Partner Referrals from new emails
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Upload documents in Brex Partner Referrals from new emails" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Brex Partner Referrals integrations
Brex Partner Referrals actions
Nekton can use any feature that is available in Brex Partner Referrals API.
Using our advanced AI, you can easily create custom automations for Brex Partner Referrals.
Here are some typical actions you can do in your automated workflows.
Create Referral
Creates a new referral.
Upload Document
Upload a new document.
New Referral
Triggers when a new referral is created.
Referral Status Update
Triggers when the referral status changes.
About Brex Partner Referrals
The Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.