Prepare controlled vendor spending from supplier needs
When a confirmed supplier need calls for a dedicated card, Notis can review the AgencyZoom context and create a Brex vendor card using supplied controls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Vendor Card
Why this helps
Recurring vendor spend may be set up late or without a clear link to the agency need that initiated it.
- Tie vendor card creation to a confirmed supplier need.
- Use stated controls instead of guessing limits or ownership.
- Report incomplete requests for follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Brex once in Notis.
- 2Create an automation in Automations, or tell Notis to create one from any channel.
- 3In one instruction, define which confirmed supplier needs qualify and ask Notis to create a Brex vendor card only when the vendor and required controls are available.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real supplier need and review the created card.
Questions about this workflow
Can Notis set a vendor card limit automatically?
Only when the request provides a limit or you define a clear rule using available information. Missing or ambiguous controls should be reported.
Will this create a vendor record too?
No. This workflow uses the Brex Create Vendor Card action. Creating a separate vendor record would require a different workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Brex. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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