Create a Brex card when an Agile CRM deal is won
Turn a sales handoff into a controlled card request while keeping the deal and owner in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Create a card and assign it to a user.
Why this helps
A new customer or project can need spending access quickly, but card requests often wait on a manual handoff.
- Start the review from an HTTP request when your process records a deal win.
- Create a card only when the user and card requirements are clear.
- Report missing details instead of guessing at card settings.
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 the deal handoff.
- 3Tell Notis in one instruction how to identify a won deal, who may receive a card, and what to do when required card details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the user and card details in Brex.
Questions about this workflow
Does the webhook automatically receive deal updates from Agile CRM?
Agile CRM has no listed trigger event here. A Notis webhook starts the workflow when an HTTP request reaches its configured endpoint; arrange that request in your existing process.
Will Notis set a particular card limit or policy?
The listed Create Card action creates a card and assigns it to a user. Do not assume unlisted card controls; provide the required details supported by your Brex action and report any gaps.
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.