Check Brex users for new Discord members
Catch missing finance access at onboarding instead of after the first reimbursement request.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
List Users
List all users in the brex account.
Why this helps
New teammates can be active in Discord while their Brex record is still missing.
- Find onboarding gaps early
- Reduce manual roster checks
- Create a clear follow-up queue
Setup
Build it in a few focused steps.
- 1Connect Discord and Brex once in the Notis portal.
- 2Create an automation instructing Notis to compare the new member with the Brex user list and report any gap.
- 3Pick New Member Joined as the trigger.
- 4Choose a report channel and test with a known new member.
Questions about this workflow
Does this create the user?
No. It checks and reports the roster; use a separate approved creation workflow if needed.
How should identities be matched?
Define a reliable email or username convention in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Brex. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Create Department
Create a new department.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Create Expense
Create a new expense.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Create Location
Create a new location.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Create Job Title
Create a new job title.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
Discord and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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