Create Brex vendor cards for approved Agile CRM suppliers
Give approved supplier requests a consistent path into Brex and keep exceptions visible for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Vendor Card
Why this helps
Supplier requests and finance card setup can become separate queues, leaving approved work waiting for someone to reconnect the dots.
- Review supplier requests together on a schedule.
- Apply the same stated approval checks to each request.
- Report missing details before attempting card creation.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for supplier card preparation.
- 3In one instruction, define supplier approval, required card details, and how to handle duplicate or incomplete requests.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved supplier request and verify the result in Brex.
Questions about this workflow
Does this create a vendor record too?
No. This uses the Create Vendor Card action. Creating a Brex vendor is a separate action.
Can the workflow use a CRM status as proof of approval?
Only if your process defines that status as approval and the CRM data makes it clear. Include the rule in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brex. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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