Create Brex vendor cards from clear approvals
When an approval arrives with the vendor card details, Notis can carry the request into Brex and report any gaps.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Approved vendor card requests can get lost between email review and the finance setup task.
- Move explicit approvals into the Brex setup process.
- Avoid acting on emails that only discuss a request.
- Flag missing setup information for review.
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 give it a clear name.
- 3Tell Notis to create a Brex vendor card only when the email explicitly approves it, use the details provided, and report missing information.
- 4Pick New Gmail Message Received as the trigger, choose a report channel, and test with one real approved request.
Questions about this workflow
Will a request email create a card before approval?
Your instruction should require explicit approval in the message before Notis creates a vendor card.
Can it fill in details that are not in the email?
Ask Notis to use only provided information and report what is missing.
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.