Keep location setup moving with deal operations
Turn a clear operations request into a Brex location setup step while preserving available deal context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Location
Create a location.
Why this helps
A new operational location can be easy to forget when it requires a separate finance setup task.
- Reduce manual follow-up for location setup.
- Retain available context about why the location is needed.
- Avoid inventing address or organizational details.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brex once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Brex location from a webhook request when its required name and details are supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real location request and confirm the result in Brex.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it because Affinity does not expose trigger events in this package.
What if the request lacks location details?
Notis should identify the missing information instead of filling it in.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brex. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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