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Notis

Review Brex vendors when a ClickUp Folder is deleted

Make supplier cleanup part of closing a planning area.

Trigger

Folder Deleted

Triggers when a Folder is deleted.

Action

List Vendors

List all vendors.

Why this helps

Retired folders can hide vendor relationships that still need an owner or decision.

  • Surface affected vendors
  • Support clean project closure
  • Reduce forgotten supplier follow-up

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Brex in Notis.
  • 2Create an automation named Deleted folder vendor review.
  • 3Tell Notis to list Brex vendors and identify any vendors connected to the deleted ClickUp Folder.
  • 4Pick ClickUp Folder Deleted as the trigger.
  • 5Choose a report channel and test with one closed folder.

Questions about this workflow

Can Notis know the vendor automatically?

Only when the folder context contains a vendor reference or naming signal.

What if several vendors match?

Ask Notis to return the full list with a concise follow-up recommendation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Brex. A trigger fires from one place; an action lands in another.

Clickup triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Department

Create a new department.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Expense

Create a new expense.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create Location

Create a new location.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Job Title

Create a new job title.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create User

Create a new user in the brex account.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup 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.