Give new customer owners a clear path to spending
A new contact can signal a new customer-facing role. Have Notis prepare the right Brex card without another follow-up task.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Card
Create a new card and assign it to a user.
Why this helps
Card requests get lost between onboarding, CRM updates, and finance follow-up.
- Reduce manual card provisioning follow-up
- Keep card purpose aligned with the contact context you provide
- Review each run through your chosen report channel
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 to use the new contact details and your instructions to create an appropriate Brex card.
- 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
Does every new contact need a card?
No. Tell Notis in the instruction which contact context qualifies and what card to create. The trigger itself runs when HubSpot creates a contact.
Can Notis decide card limits on its own?
Provide the spending rules in your instruction. If the required limits or assignment details are missing, Notis may need your guidance.
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.