Move deal operations onboarding into Brex
Carry a defined onboarding request into Brex user setup with the available business context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Add a user to the account.
Why this helps
Onboarding is harder to complete when user setup becomes a separate task detached from the original request.
- Reduce duplicate entry for a user setup request.
- Keep its operational context available during setup.
- Expose missing details instead of 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 user from a webhook onboarding request only when required user information is supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the user in Brex.
Questions about this workflow
Will Notis infer a user's identity from an Affinity contact?
Only use identity details available in connected data or supplied with the request. Missing information should be reported.
Does Affinity start this workflow directly?
No. Use a Notis webhook because this package lists no Affinity trigger events.
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
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.