Create a Brex vendor card for a new ClickUp List
Give recurring supplier work the right card setup as soon as the list exists.
Trigger
List Created
Triggers when a new List is created.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor workflows get organized in ClickUp while the matching card setup waits in Brex.
- Speed vendor onboarding
- Keep supplier work organized
- Reduce setup handoffs
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named List to vendor card setup.
- 3Tell Notis to create a Brex vendor card when a new ClickUp List represents an approved supplier workflow.
- 4Pick ClickUp List Created as the trigger.
- 5Choose a report channel and test with one vendor list.
Questions about this workflow
What vendor details are required?
Provide the vendor context in the list or instruction; missing details should be reported for completion.
Can it skip internal lists?
Yes, specify the naming or context rule for approved vendor lists.
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.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Folder Created
Triggers when a new Folder is created.
Create Department
Create a new department.
Folder Deleted
Triggers when a Folder is deleted.
Create Expense
Create a new expense.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Location
Create a new location.
List Created
Triggers when a new List is created.
Create Job Title
Create a new job title.
List Deleted
Triggers when a List is deleted.
Create User
Create a new user in the brex account.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Vendor Card
Create a new vendor card.
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.