Keep supplier records connected to current research
A scheduled workflow can retrieve Brex's vendor list and compare it with supplier information or changes Agenty has found, giving you a focused follow-up list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor records can drift from current supplier information, while checking each supplier manually takes time.
- Review vendor records alongside current supplier information.
- Identify records that may need human attention.
- Avoid silently changing vendor data based on uncertain research.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt describing which supplier changes or records to review.
- 3Tell Notis to report possible stale or mismatched details without deleting vendors.
- 4Choose a recurring Notis schedule for the review.
- 5Choose where run reports go, then test with one vendor and its research.
Questions about this workflow
Will it delete vendors that appear inactive?
No. The workflow lists vendors and prepares a review. The listed delete action has separate requirements and is not used here.
What does it do when details do not match?
It reports the discrepancy and supporting context for a person to check. The listed vendor action only retrieves the vendor list.
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.