Turn an approved contact record into a Brex card setup
A new contact can mark a hire or collaborator who needs a card. Notis can prepare the Brex card when your instruction confirms eligibility and the needed details are available.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Create Card
Create a new card and assign it to a user.
Why this helps
Card requests can sit in CRM notes while someone waits to re-enter them in Brex.
- Start card setup when an eligible person is recorded.
- Check for the required authorization and card details first.
- Report incomplete requests instead of creating an uncertain card.
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.
- 3Describe in one instruction who is eligible for a Brex card, what card details to use, and when to report missing information.
- 4Pick New Contact Trigger as the trigger and choose where run reports should go.
- 5Test with one real eligible contact and verify the assigned user and card details.
Questions about this workflow
Does a new contact always get a card?
No. Define eligibility and authorization in your instruction. A Salesforce contact alone does not establish that someone should receive a company card.
What if the person is not yet in Brex?
The card action assigns a card to a user. Instruct Notis to confirm the user can be identified in Brex and report cases that need user setup first.
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.