Review new user requests on a schedule
Set a recurring run to check the user requests available to Notis and create Brex users only when the contact checks and your criteria pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User
Add a user to the account.
Why this helps
New user requests can pile up when each one requires separate contact checking and setup.
- Handle available requests in a scheduled batch.
- Apply consistent contact checks before user creation.
- See records created or held for review in run reports.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Brex once in Notis.
- 2Create an automation in Automations, New Automation, and name it for scheduled user intake.
- 3In one instruction, ask Notis to check available user records and create Brex users only when your criteria pass.
- 4Pick the recurring schedule trigger and choose a report channel.
- 5Test with one real user request available to the run and review the outcome.
Questions about this workflow
Does a scheduled run have access to a user request queue automatically?
Not from the schedule alone. Make records available through the connected context or supported input before relying on the run.
Does an Addressfinder check confirm that someone should have a Brex account?
No. It checks data quality. Provide any employment approval and account eligibility decision separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Brex. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder 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.