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Brex + Microsoft Outlook

Create Brex payment cards when new emails in Microsoft Outlook

Set up this Zap to effortlessly manage your incoming Outlook emails. For example, you can create a custom Microsoft Outlook inbox for vendor invoices and automatically create a vendor card in Brex whenever a new email is received.

Set up this Zap to effortlessly manage your incoming Outlook emails. For example, you can create a custom Microsoft Outlook inbox for vendor invoices and automatically create a vendor card in Brex whenever a new email is received.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email

    Triggers when a new e-mail is received in your inbox.

    TriggerScheduled
  2. automatically do this!
    BrexBrex
    Create Card

    Creates a card

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

      If empty, will default to your default calendar.

    • Time BeforeRequired

      How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Contact Folder

      To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.

    Trigger
    Scheduled
    Try It
    • Calendar

      If empty, will default to your default calendar.

    Trigger
    Scheduled
    Try It
    • Contact Folder

      If empty, a contact will be created in the default Contacts folder.

    • First NameRequired

    • Last Name

    • Email Addresses

      Microsoft allows a maximum of THREE email addresses when creating contacts.

    • Business Phones

      Microsoft allows a maximum of TWO business phone numbers when creating contacts.

    • Home Phones

      Microsoft allows a maximum of TWO home phone numbers when creating contacts.

    • Mobile Phone

    • Job Title

    • Company Name

    • Department

    • Business Website URL

    • File As

      Optionally, specify a name to file the contact under.

    • Personal Notes

    • Street

    • City

    • State

    • Postal Code

    • Country or Region

    • Street

    • City

    • State

    • Postal Code

    • Country or Region

    • Street

    • City

    • State

    • Postal Code

    • Country or Region

    Action
    Write
    • Calendar

      If empty, will default to your default calendar.

    Trigger
    Scheduled
    Try It
    • Shared Inbox

      Specify a shared inbox you have access to, otherwise read emails from your own inbox.

    Trigger
    Scheduled
    Try It
    • Calendar

      If empty, will default to your default calendar.

    • SubjectRequired

    • Start Date & TimeRequired

      Date and time of when this event starts. See this help doc for more information.

    • End Date & TimeRequired

      Date and time of when this event ends.

    • All Day Event?

      If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.

    • Description

      Allows HTML

    • Show me as Free or Busy

    Action
    Write
    • To Email(s)Required

    • CC Email(s)

    • BCC Email(s)

    • SubjectRequired

    • Body FormatRequired

    • BodyRequired

    • Attachment

      A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.

    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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

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