Prepare vendor spending at onboarding
Supplier onboarding can trigger a dedicated Brex vendor card before the first approved payment is due.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor payment setup is easy to forget between a kickoff meeting and the first invoice.
- Starts vendor payment setup early
- Keeps supplier context attached
- Reduces invoice delays
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe which supplier events should create vendor cards.
- 3Pick New Calendar Event as the trigger.
- 4Choose where run reports should go.
- 5Test with one real supplier onboarding event.
Questions about this workflow
Can it require an approval phrase?
Yes. Include the approval wording that must appear before the card is created.
What if the vendor is already set up?
Ask Notis to check the context and report possible duplicates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Brex. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Department
Create a new department.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Expense
Create a new expense.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Location
Create a new location.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Job Title
Create a new job title.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.