Prepare vendor spending for new customer work
When a contract moves forward, get vendor spending setup underway while the customer work is being organized.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor payment setup can become a last-minute task after a contract is already moving.
- Start vendor payment preparation at a useful milestone
- Keep vendor and spending details in one instruction
- Reduce finance follow-up during delivery kickoff
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 contract stage needs a vendor card and provide the card details and rules.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
Will this create a card for every contract?
Specify which deals qualify and provide the required vendor card context in your instruction.
What if the vendor is not in Brex yet?
This action creates a vendor card. Ensure the needed vendor context is available and review the result through the run report.
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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