Keep vendor context ready for upcoming work
A regular vendor list review helps you spot relevant providers before a deal or project needs them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
List all vendors.
Why this helps
Vendor context is scattered, making it harder to quickly see whether a provider is already available.
- Make vendor discovery part of a repeatable routine
- Surface vendors relevant to context you provide
- Avoid unnecessary manual list scanning
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 list vendors and summarize those relevant to the business or deal context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
Can the workflow add a vendor to Brex?
This workflow uses the List Vendors action to review existing vendors. It does not create vendor records.
Will it know which providers match a deal?
Provide the deal context and matching criteria in your instruction.
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
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