Generate Brex users from new inbound emails
Make it easy to manage new team members by using this streamlined email workflow. Once this Zap is active, it will to collect information from each new inbound email to automatically create a user in your Brex account.
Make it easy to manage new team members by using this streamlined email workflow. Once this Zap is active, it will to collect information from each new inbound email to automatically create a user in your Brex account.
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Email AddressRequired
Customize the private email address associated with your mailbox. Be sure to use lowercase and numbers only. Just forward emails to this address to trigger this Zap. Want to receive to your own email address? Try Mailgun, IMAP, Mandrill, or Gmail instead.
Try ItToRequired
Can be a comma separated list of emails. Limited to 5.
SubjectRequired
Body (HTML or Plain)Required
You can place HTML in here and we will send it as is. If this is plain text, we will try to convert it to some very basic HTML for greater client compatibility.
Attachment
A file object to be attached to the email. Plain text content will converted into a txt file and attached. Please note, if the file is over ~10mb or so, you should explore using other email sending techniques (like Gmail or SMTP).
From Name
This will be your "display name" when sending. Want to send from your own email address? Try Mailgun, IMAP, Mandrill or Gmail apps instead.
Reply To
Specify a reply address other than your own.
Cc
Can be a comma separated list of emails. Limited to 5.
Bcc
Can be a comma separated list of emails. Limited to 5.
Force Linebreaks?
Set this to "yes" if your emails are received without line breaks or spacing.
Enable read receipts?
Want to be notified when this email is opened? Set this to to
True
and set up a Zap using theNew Read Receipt
trigger.
Transfer Failed
Triggers when a transfer has failed
Try ItBudget NameRequired
Name for the Budget
Budget Description
Description of what the Budget is used for.
Parent Budget ID
ID of parent Budget
Owner User IDs
User IDs of the members of the Budget - comma seprated list
Member User IDs
User IDs of the owners of the Budget - comma separated list
Period TypeRequired
Period type of the Budget
Limit AmountRequired
Budget Limit in decimal e.g. 317.50
Currency
The type of currency, in ISO 4217 format. Default to USD if not specified
Limit TypeRequired
Whether the Budget limit blocks spend
Spend TypeRequired
Whether this Budget only can be spent from by cards provisioned by this Budget
Start Date
The UTC date when the Budget should start counting
End Date
The UTC date when the Budget should stop counting
Limit VisibilityRequired
Determines if budget members are allowed to view the budget limit
Setup Directions
In order to trigger when emails are opened, this must be paired with a separate Zap using the Send Outbound Email action, with the Enable Read Receipts? field set to
True
.To test with a live email, send an email to yourself using your Send Outbound Email action (with read receipts enabled) and open it, then test this trigger immediately for samples. If you don't need to test with live data, click Skip Test to use static test data.
Try ItPending Card Transactions
Triggers when a card has pending transactions
Try ItTransfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItUserRequired
Card Name
Card TypeRequired
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