Carry approved member details into Brex
Send an approved Anthropic member request to Notis and create the corresponding Brex user from its supplied profile information.
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
Entering the same approved employee details in separate admin and finance systems creates avoidable follow-up and duplicate work.
- Move approved member details into Brex without retyping them.
- Keep user creation tied to an explicit approval request.
- Get a run report when required profile details are missing.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Brex user only for an approved member request, using the profile details in the request and asking for any missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved member request.
Questions about this workflow
Will this create a Brex user for every Anthropic member?
No. The instruction should require an explicit approved request and complete profile details before creating a user.
Which profile fields should the request include?
Include the information required by your Brex account to create a user. The workflow should report missing details rather than invent them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Brex. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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