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 connectionFree Action

Use Brex Create Referral Request

Owner App

Brex ToolsApp

Required inputs

Product

Aident Loadout Aident Playbook Editor Open-CUAK

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businessobject

Business details for the referral application.

applicantRequiredobject

Required information about the referred prospect including email, first name, and last name.

referral_codeRequiredstring

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

dataRequired
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulRequiredboolean
Whether or not the action execution was successful or not

Setup and approval

API key connection. Risk level 2 of 5.

Pricing and limits

Free Action

Unified payment: Not currently supported

Skills that use this Action

No published Skills explicitly reference this Action yet.

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