Create Brex users from approved onboarding emails
Keep onboarding details in motion by asking Notis to create a Brex user when an email clearly confirms the hire.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create User
Create a new user in the brex account.
Why this helps
New hire details can sit in email while someone has to remember to add the person in Brex.
- Reduce repeated entry of confirmed hire details.
- Start the Brex setup from the onboarding email.
- Surface missing information in the run report.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for onboarding.
- 3Tell Notis to create a Brex user only when a received email explicitly confirms a hire, using details in the message and reporting missing information.
- 4Pick New Gmail Message Received as the trigger, select a report channel, and test with one real onboarding email.
Questions about this workflow
Does any mention of a candidate create a user?
No. In your instruction, specify that Notis should act only on an email that explicitly confirms a hire.
What happens if the email lacks a required detail?
Ask Notis to report the missing detail so you can review it before proceeding.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Brex. A trigger fires from one place; an action lands in another.
Gmail triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Create Department
Create a new department.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Gmail and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.