Create Brex cards for approved Agile CRM hires
Carry a new hire handoff through to finance card setup without relying on a second reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Create a card and assign it to a user.
Why this helps
New hires may be onboarded in the CRM while their card request waits in a separate queue.
- Review onboarding records in a repeatable batch.
- Create cards only when the approved assignee is known.
- Report missing card requirements for 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 new hire cards.
- 3Describe which hires are approved for cards, who should receive each card, and how to handle missing assignment or authorization details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real hire and confirm the card assignment in Brex.
Questions about this workflow
Does creating the card also create a Brex user?
No. The Create Card action assigns a card to a user; user creation is a separate action and the assigned user must be available.
Can it determine a card limit from the person's role?
Only if you provide a reliable rule and the action supports the required details. The listed action description does not specify limit configuration.
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.