Airtable integration with PEX
How to A new record in Airtable creates a new tag option in PEX
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 "A new record in Airtable creates a new tag option in PEX" 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 PEX integrations
PEX actions
Nekton can use any feature that is available in PEX API.
Using our advanced AI, you can easily create custom automations for PEX.
Here are some typical actions you can do in your automated workflows.
Order Card
Create cardholder account
Download Receipts
Downloads receipts for a transaction
Find Cardholder
Find a cardholder by account ID, name, or custom ID
Fund Card
Add funds to a card
Zero Card
Remove all funds (zero) a card
Add Tag Option
Adds an option to a dropdown tag
About PEX
PEX is the only spend management platform that combines a cloud-based application with a Visa prepaid card.