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Brex Tools

Brex Create Referral Request

Tool to create a new referral to Brex for onboarding. Use when you want to refer a prospect to Brex and get a personalized application link. The response contains a unique referral ID and a personalized signup URL. Many fields are optional; when provided, they prefill the applic…

Write actionRisk level 2 of 5API key connection
Use Brex Create Referral Request

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • businessobject
    Business details for the referral application.
  • applicantobject
    Required
    Required information about the referred prospect including email, first name, and last name.
  • referral_codestring
    Required
    Referral code that attributes credit to you if the prospect signs up for a Brex account.
  • contact_preferencestring
    Optional contact preference for the referral. Use 'EMAIL_OUTBOUND' if Brex should email the customer directly, or 'NO_OUTBOUND' if partner will contact (default).

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

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