Move vendor card requests from documents into Brex
Send a vendor card request document to Notis. Affinda extracts its details, and Notis can create a Brex vendor card when the request has the required information.
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 card requests can require repeated document checks and manual entry before a card can be set up.
- Reduce repeated entry for vendor card requests
- Make requests easier to trace
- Surface missing details before card creation
Setup
Build it in a few focused steps.
- 1Connect Affinda and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe the outcome: extract the vendor card request details and create a Brex vendor card only when required information is present.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request and review the created card in Brex.
Questions about this workflow
Can it infer card settings that are not in the request?
No. Ask Notis to report any missing details that Brex requires instead of guessing.
Can it handle invoices as well as card request forms?
It can process a submitted document if Affinda can extract the needed details. The request should clearly state the card setup information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Brex. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda 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.