Carry a new teammate's details into Brex setup
Reduce account setup handoffs by turning the right new contact into a Brex user creation task.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create User
Create a new user in the brex account.
Why this helps
Finance account setup often waits for someone to notice an onboarding contact and re-enter details.
- Cut duplicate entry during onboarding
- Use a single instruction to explain eligibility
- Keep a run report for easy review
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis which new contacts represent people to add and include any required user details.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
How does Notis know whether a contact is an employee?
Specify the identifying context in your instruction. The trigger fires for contact creation, so eligibility depends on the information and rules you provide.
What if the contact is missing a required Brex detail?
Add the missing detail to your instruction or ensure it is available in the record context before relying on the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Brex. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Department
Create a new department.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Expense
Create a new expense.
Create Location
Create a new location.
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.
Hubspot and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.