Sync client records between systems
When contact details are updated in Odoo, automatically sync the customer record in Brex to maintain clean billing profiles.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Odoo Explore Odoo →
TriggersFires when a new lead or contact is created in Odoo.
Fires when a deal moves to a new stage in Odoo.
Fires when a deal is marked won in Odoo.
Fires when a field on a contact changes in Odoo.
Creates or updates a contact in Odoo.
Creates a new deal in Odoo.
Moves a deal to a new stage in Odoo.
Logs a call, email, or note against a record in Odoo.
Brex Explore Brex →
TriggersFires when a new invoice is created in Brex.
Fires when a payment is recorded in Brex.
Fires when an invoice in Brex passes its due date unpaid.
Fires when a new expense is recorded in Brex.
Creates a new invoice in Brex.
Records a payment against an invoice in Brex.
Creates a new expense entry in Brex.
Syncs a customer's billing record in Brex.
More Odoo + Brex workflows
Turn closed deals into client invoices
When a deal is marked won in Odoo, automatically create an invoice in Brex so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in Brex, automatically update the deal stage in Odoo to keep sales reps informed of account standing.
See details
See all Odoo + Brex integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync client records between systems” between Odoo and Brex?
Yes — describe it in the box above and Knit's Integrations Agent researches Odoo and Brex's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Brex and Odoo streamline the sales-to-finance handoff?
Closing a deal in Odoo can instantly create an invoice in Brex, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Brex update deal stages in Odoo?
Yes, when a customer settles an invoice in Brex, the corresponding deal stage in Odoo can automatically update to reflect a completed transaction.