Carry approved branch openings into Brex
When a branch opening is approved, send its AgencyZoom details to Notis and prepare the corresponding Brex location for spend tracking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Location
Create a location.
Why this helps
A new office can begin operating before its location is available in finance tools, making location based spend harder to organize.
- Reduce manual entry for approved branch openings.
- Keep location setup tied to the originating update.
- Flag missing address information before creating the location.
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 location for an explicitly approved branch opening when the required location details are included.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved branch update and verify the location.
Questions about this workflow
Does this workflow listen directly for AgencyZoom branch events?
No AgencyZoom trigger events are listed. Send an HTTP request with the approved branch update to start the Notis webhook.
What if the update does not include a complete address?
Have Notis report the missing details and wait for a complete request before creating the Brex location.
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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