Turn an onboarding request into Brex user setup
Keep onboarding details and account setup connected in a single workflow.
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 team setup gets delayed when someone must collect details, switch tools, and re-enter information manually.
- Reduce repeated entry during user setup.
- Use a clear request as the starting point for account creation.
- Keep a run report with the completed action.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Brex once in the Notis portal.
- 2Create an automation in Automations or tell Notis to create one from any channel.
- 3In one instruction, tell Notis to create a Brex user only from an authorized request with the required user details, and use AgentQL only for requested public context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the resulting user profile in Brex.
Questions about this workflow
Will public research fill in missing user information?
No. The request should include required account details. AgentQL research should only add context explicitly requested and should not infer personal information.
Who can start the workflow?
Any system or process that can send the configured Notis webhook request, subject to your access controls.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Brex. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.