Create vendor cards when Coda vendors are documented
Move approved vendor setup from documentation to controlled spend access.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor onboarding stalls between procurement notes and card creation.
- Shorten vendor onboarding
- Standardize controls
- Reduce manual requests
Setup
Build it in a few focused steps.
- 1Connect Coda and Brex in the Notis portal.
- 2Create an automation for vendor card creation.
- 3Describe the approved vendor details and controls Notis should use.
- 4Pick the New Coda Document trigger and choose where reports go.
- 5Test with one real vendor document.
Questions about this workflow
What if vendor details are incomplete?
Notis reports the missing details before creating the card.
Can it create cards for unapproved vendors?
Add an approval requirement to the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Brex. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
Create Department
Create a new department.
New Coda Document Trigger
Triggers when a new Coda document is created.
Create Expense
Create a new expense.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Create Location
Create a new location.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Coda 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.