Set up vendor cards from supplier research
When Agenty identifies a supplier for a recurring service, Notis can use the submitted details to create a Brex vendor card and report the outcome.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor Card
Why this helps
Setting up a card for a newly researched service can require switching between the supplier site and Brex to re-enter details.
- Carry supplier research into a vendor card setup.
- Reduce repeated entry when setting up a supplier payment method.
- Get a report that makes the card creation result easy to follow up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt describing when a supplier warrants a vendor card.
- 3Tell Notis to create the card only when Agenty has supplied the details Brex requires.
- 4Choose the Notis webhook trigger that Agenty will call with supplier information.
- 5Choose where run reports go, then test with one real supplier example.
Questions about this workflow
Does this workflow decide which supplier should receive a card?
It follows the criteria in your prompt. Specify what qualifies and ensure the incoming Agenty data includes the required details.
Can it use data that Agenty did not collect?
No. Notis can work with returned data, but any missing supplier or card details must be supplied separately.
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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