Keep vendor context close to deal activity
Bring the vendor list and relevant pipeline details together for a focused recurring review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor follow-up can slip when finance records and deal information are checked at different times.
- Review the current vendor list on a recurring cadence.
- Surface possible links to available Affinity deal information.
- Prepare focused follow-up without adding unsupported vendor records.
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 list Brex vendors and summarize possible matches to relevant available Affinity deals for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and validate possible matches against the source records.
Questions about this workflow
Will this workflow add or edit vendors?
No. It lists vendors and summarizes possible relevant deal context.
Can it know which vendors are active?
Only if the connected records provide that status or you supply a rule. Otherwise it should avoid assuming.
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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