Create Brex vendor cards from ActiveMerge vendor packets
When a vendor packet is ready, send its details to Notis to create a Brex vendor card for follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor Card
Why this helps
Vendor setup details can be buried in an approval packet, leaving founders to retype them into the finance system.
- Reduce repeated entry of vendor information.
- Start vendor card setup from a completed document workflow.
- Keep an automation report for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brex once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to create a Brex vendor card using vendor details sent from an approved ActiveMerge packet, and flag incomplete details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Send one real, approved vendor packet example and review the card in Brex.
Questions about this workflow
Does this create a Brex vendor record too?
This workflow uses the Create Vendor Card action. It does not also create a vendor record.
Can it decide whether a packet is approved?
Only include approval status in the webhook request if your process supplies it. ActiveMerge triggers are not listed here.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brex. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
ActiveMerge and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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