Prepare a Brex card for a new client launch
When a client launch needs controlled spending, send its AgencyZoom context to Notis and have it create a Brex card for the assigned user.
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
A new client engagement can start before the right person has a card with clear spending controls.
- Reduce manual handoffs between client launch and finance setup.
- Use the assigned user and controls supplied with the request.
- Surface missing card details in the run report.
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, ask Notis to create a Brex card only for an approved launch with an identified Brex user and all required card controls.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real launch request and verify the card assignment and controls.
Questions about this workflow
Can Notis assign the card using an AgencyZoom contact name alone?
Only if that name can be matched reliably to a Brex user. Ask the automation to flag ambiguous or unmatched users for review.
Does the workflow decide the card limit?
The webhook request or your instruction must provide a reliable limit and other required controls. The workflow should not invent spending settings.
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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No card. Works with personal or business Brex.