Update Brex users from Discord onboarding
Keep people records aligned as your team joins the spaces where work happens.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Update User
Update user details.
Why this helps
User details become stale when onboarding updates are handled manually in separate systems.
- Reduce duplicate onboarding work
- Keep Brex records current
- Surface unmatched identities early
Setup
Build it in a few focused steps.
- 1Connect Discord and Brex once in the Notis portal.
- 2Create an automation describing which Brex user details to update for approved members.
- 3Pick New Member Joined as the trigger.
- 4Select a report channel and test with a known matching user.
Questions about this workflow
Can Notis match the right person?
Give it a clear matching rule such as verified email or an existing username convention.
What happens when no match is found?
Notis can report the exception for manual review instead of updating the wrong user.
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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