Keep vendor spend setup tied to deal work
Start vendor card setup from the deal workflow so the request keeps its business context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor Card
Why this helps
Vendor spend requests can lose their purpose when they are re-entered into a separate finance workflow.
- Reduce duplicate entry for vendor card requests.
- Keep the available business reason near the request.
- Make missing details visible before acting.
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 vendor card from a webhook request when all required vendor and card details are supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and check the vendor card details in Brex.
Questions about this workflow
Does Affinity provide the vendor card trigger?
No. Use a Notis webhook to start this workflow.
What if the vendor request is incomplete?
Notis should report which information is missing instead of inventing it.
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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