Onboard finance users from your contacts
When a new teammate becomes an Outlook contact, Notis can start the Brex user setup without another checklist.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create User
Create a new user in the brex account.
Why this helps
Adding a teammate in contacts does not automatically trigger the finance access work that follows.
- Reduces onboarding handoffs
- Keeps contact details available for setup
- Starts access work sooner
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe which new contacts should become Brex users.
- 3Pick New Contact Added as the trigger.
- 4Choose where run reports should go.
- 5Test with one real teammate contact.
Questions about this workflow
Can it avoid creating external contacts?
Yes. Define the organization, domain, or role conditions for internal users.
What if required user details are missing?
Notis can report the missing information for completion before creating the user.
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.