Skip to content
Notis

Process vendor intake batches with Addressfinder and Brex

Set a schedule for a vendor intake review. Notis can check the batch made available to the run and create vendors that meet your stated criteria.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create Vendor

Creates a vendor for payments; its company name must be unique within the account.

Why this helps

A queue of vendor requests can sit untouched when each record requires a separate contact check and Brex entry.

  • Review a batch on a regular schedule.
  • Apply the same stated checks to each submitted record.
  • Get a run report of records created or held for review.

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 vendor intake.
  • 3In one instruction, ask Notis to check the vendor records made available to the run and create vendors only when your criteria pass.
  • 4Pick the recurring schedule trigger and choose where run reports go.
  • 5Test with one real vendor record available to the run and review the result.

Questions about this workflow

Where does the scheduled run get vendor records?

The schedule itself supplies no records. Make the batch available to Notis through the connected context or provide it as supported input; otherwise the run cannot process vendor details.

Will the workflow create duplicates?

The listed Brex action creates a vendor and notes that names must be unique. Ask Notis to check for a match when supported, and review any duplicate-name errors in the report.

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.

TriggerScheduled

Create Budget

Create a budget for a department or project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Webhook Group Members

Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.

ActionInstant

Create Card

Create a card and assign it to a user.

ActionInstant

Archive Budget

Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.

ActionInstant

Create Department

Create a department.

ActionInstant

Archive Spend Limit

Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.

ActionInstant

Create Expense

Create an expense.

ActionInstant

Create Location

Create a location.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.