Create Brex vendor cards from Agile CRM requests
Turn a vendor request into a clear, auditable card setup step without hunting across tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor Card
Why this helps
Vendor payment requests can sit in CRM notes while someone separately remembers to create the right card.
- Use an HTTP request as a deliberate request handoff.
- Require the necessary vendor and authorization details before creating a card.
- Send incomplete requests to a report 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 vendor card requests.
- 3In one instruction, describe how to identify a valid request, which details and authorization are required, and how to report incomplete requests.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the vendor card in Brex.
Questions about this workflow
Will an Agile CRM record start this automatically?
Agile CRM has no trigger events listed. A Notis webhook starts the automation when an HTTP request is sent to it.
Can Notis decide which vendor card restrictions are appropriate?
Your instruction must state the business rules and provide supported details. The action description only confirms vendor card creation, so avoid relying on unlisted controls.
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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