Keep account details aligned with onboarding information
Use the latest onboarding context to prompt a Brex profile update and keep setup follow-up moving.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Update User
Update user details.
Why this helps
Important user details can remain out of date when changes are handled across separate systems.
- Reduce duplicate profile updates
- Keep profile changes tied to onboarding context
- Make the intended user and details explicit
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 contact identifies a Brex user and what profile details to update.
- 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
Can this update a user that is not yet in Brex?
The action updates an existing user. Ensure the intended Brex user can be identified in the available context.
Will the workflow guess which profile details changed?
State the details and update rules in your instruction. The trigger is contact creation, so it does not represent later contact edits.
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.