Create Brex users from approved Agile CRM contacts
Reduce the gap between a confirmed team onboarding and the finance setup it requires.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create User
Add a user to the account.
Why this helps
New team members can be ready to work before anyone has copied their details into the finance system.
- Catch eligible onboarding records during a regular review.
- Create users only for contacts identified as approved team members.
- Report missing profile information for a quick follow-up.
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 team onboarding.
- 3Tell Notis which contacts represent approved employees, what required profile details to use, and how to handle incomplete records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved contact and confirm the Brex user profile.
Questions about this workflow
Should I use customer contacts as Brex users?
No. Define a clear rule that distinguishes approved employees from customers and other contacts before enabling this workflow.
Can Notis fill in profile details that are absent in Agile CRM?
No. Provide missing details through your process or have Notis report the record for completion.
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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No card. Works with personal or business Brex.