Create Brex users from Agile CRM onboarding handoffs
Turn a deliberate onboarding signal into a finance profile setup task with less manual re-entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Add a user to the account.
Why this helps
Employee setup can stall when the person coordinating onboarding has to remember to initiate finance access separately.
- Start setup from an intentional onboarding request.
- Check approval and required profile details before user creation.
- Send incomplete records to a report for resolution.
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 employee provisioning.
- 3In one instruction, define employee approval, required profile details, and how to handle missing or conflicting information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real onboarding handoff and verify the profile created in Brex.
Questions about this workflow
Will Agile CRM itself fire the Notis webhook?
No trigger events are listed for Agile CRM. An HTTP request starts the Notis webhook workflow.
What happens if required employee details are absent?
Tell Notis to report the missing details for follow-up rather than guessing or creating a partial user.
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.