Set up deal team structure with less admin
Turn a clear deal-team setup request into a Brex department creation step with its available context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Department
Create a department.
Why this helps
Organizational setup gets delayed when a new team need requires another round of manual handoffs.
- Reduce re-entry for department requests.
- Keep the purpose of the new department alongside the request.
- Use the supplied name and details without guessing.
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 department for a deal-team request using the provided department name and context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the department in Brex.
Questions about this workflow
Does Affinity have a department-created trigger?
No Affinity trigger events are available in this package. Start with a Notis webhook.
Will Notis decide the department name?
No. The request should provide the name and any required details.
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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