Carry approved agency staffing updates into Brex
Reduce the gap between a staffing update and finance access. Send the approved details to Notis to create a Brex user and report anything that needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Add a user to the account.
Why this helps
New starters can wait on finance setup while someone manually copies details between agency and finance systems.
- Reduce repetitive user setup after a hiring decision.
- Use approved details provided in the request.
- Catch missing or ambiguous information before account creation.
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 user only for an explicitly approved hire when required identity and organization details are included.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved staffing update and verify the new user.
Questions about this workflow
Does AgencyZoom trigger this automatically?
AgencyZoom trigger events are not listed. The automation starts when an HTTP request carrying the staffing update reaches the Notis webhook.
Can this create a Brex account from a name alone?
No. The request must include all details Brex requires, and the automation should flag missing information for review.
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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