Request a card limit review with useful context
Turn supplied card and spend details into a clear request for a limit review, ready to check in Gmail.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Why this helps
A card limit review request is easier to assess when the relevant spend context is collected up front.
- Include the supplied rationale and supporting details.
- Make the requested review clear.
- Review before sending the request.
Setup
Build it in a few focused steps.
- 1Connect Brex and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to draft a Gmail request for a card limit review using only the supplied Brex card details, spend context, and requested recipient.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and verify the details and recipient in the draft.
Questions about this workflow
Can this change the card limit?
No. It prepares an email draft and does not alter Brex card settings.
What if there is no spend rationale in the available data?
Provide the rationale or ask Notis to leave it out and identify it as information still needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Gmail. A trigger fires from one place; an action lands in another.
Brex triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Brex and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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