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Brex + Email by Zapier

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.

  1. When this happens...
    Email by ZapierEmail by Zapier
    New Inbound Email

    Triggers when an email is forwarded to your own custom zapiermail.com address.

    TriggerInstant
  2. automatically do this!
    BrexBrex
    Create User

    Creates a User

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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.

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    Instant
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    • ToRequired

      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 the New Read Receipt trigger.

    Action
    Write
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    Transfer Failed

    Triggers when a transfer has failed

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    • Budget 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

    Action
    Write
    • 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.

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    Pending Card Transactions

    Triggers when a card has pending transactions

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    Transfer Processed

    Triggers when an incoming or outgoing transfer has been processed

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    • UserRequired

    • Card Name

    • Card TypeRequired

    Action
    Write
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About Brex

Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.

Related categories

  • Accounting
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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