Keep Brex user details current as contact records change
Role and contact details can change in Salesforce before they are reflected in Brex. Notis can update a matched Brex user when your instruction identifies the fields and record confidently.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Update User
Update user details.
Why this helps
Profile changes recorded in CRM can be missed in finance account administration.
- Reduce repeated profile updates across apps.
- React to changed contact information promptly.
- Avoid applying changes when the Brex user match is uncertain.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, specify which contact changes should update a Brex user, how to identify the user, and what to do when the match is uncertain.
- 4Pick Contact Updated as the trigger and choose where run reports should go.
- 5Test with one real contact change and review the resulting Brex profile.
Questions about this workflow
Which Salesforce changes trigger this workflow?
Contact Updated fires when an existing contact is modified and emits changed fields alongside timestamps. Use the instruction to define which changes matter.
Will it update every field in Brex?
Your instruction should name the profile changes that are appropriate. Notis should only use details present in the context and report missing or ambiguous values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brex. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Department
Create a new department.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Expense
Create a new expense.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Location
Create a new location.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Job Title
Create a new job title.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create User
Create a new user in the brex account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Salesforce 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.