Carry verified onboarding details into Brex
When Agenty collects onboarding information from an approved source, Notis can create the Brex user record and report any missing details.
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 member information can be scattered across onboarding pages, leaving someone to enter it into Brex later.
- Reduce duplicate entry for onboarding details.
- Apply a prompt-based check for required information before creating a user.
- Keep a report of the record creation attempt.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt defining approved onboarding sources and required user details.
- 3Tell Notis to create a user only when the required information is present and verified.
- 4Choose the Notis webhook trigger that Agenty will call with onboarding details.
- 5Choose where run reports go, then test with one real example.
Questions about this workflow
Should this use any public profile it finds?
No. Specify trusted, authorized sources in your prompt and only send information appropriate for your Brex account.
What if a job title or department is not in the data?
Have the prompt report the missing detail and avoid creating the user until it is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.