Prepare spending access for confirmed service assignments
When a service assignment needs controlled spending, a scheduled AgencyZoom review can prompt Notis to create a Brex card for the assigned person.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Create a card and assign it to a user.
Why this helps
Service work can begin while the assigned person still lacks the finance access needed to handle approved costs.
- Link card setup to a confirmed service assignment.
- Avoid creating cards when the owner or controls are unclear.
- Get a run report that makes pending setup visible.
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 eligible service assignments and ask Notis to create a Brex card only when the assigned Brex user and required spending controls are present.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real assignment and verify the card owner and controls.
Questions about this workflow
Can the card have a limit based on the assignment value?
Only if the assignment includes a usable value and you provide a clear rule for deriving the limit. Otherwise, request review for the limit.
Will it create cards for all assigned work?
The instruction should specify which assignments qualify. Notis can report records that do not meet the stated criteria.
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.