Create Brex locations from approved Agile CRM requests
Handle office setup from the request already captured in your CRM, with a clear report when details are missing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Location
Create a location.
Why this helps
A new office request can be captured in the CRM but still require a separate finance setup task that is easy to overlook.
- Start location setup from an intentional HTTP handoff.
- Create locations for requests that meet your approval criteria.
- Return incomplete or ambiguous requests 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 location requests.
- 3In one instruction, state which requests are approved, what location details are needed, and how to handle duplicates or missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real location request and verify the created location in Brex.
Questions about this workflow
Does Agile CRM provide a native location trigger?
No. This workflow starts from a Notis webhook HTTP request.
Can the workflow invent an address when the request is incomplete?
No. Provide the address and other required details or have Notis report the request as incomplete.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.