Set up deal work spending without a handoff gap
Turn a well-specified deal-work request into a Brex card setup task while keeping its Affinity context nearby.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Create a card and assign it to a user.
Why this helps
Card setup for deal work can stall when the request and its deal context are separated.
- Reduce manual copying from a deal request into Brex.
- Retain available deal context for the card request.
- Use explicit supplied details for assignment and spending controls.
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 card for a deal-work request only when the webhook supplies required user and spending details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, approved request and verify the card in Brex.
Questions about this workflow
Will the workflow assign the card to someone based on guesswork?
No. The request must provide the needed user details. Notis should report missing information rather than guess.
Can it create a card from an Affinity event?
No Affinity trigger events are listed here. The workflow starts from a Notis webhook.
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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No card. Works with personal or business Brex.