Catch onboarding needs when a new lead enters Salesforce
A new lead may need access to Brex. Notis can check the user list, identify a likely match, and create a user when your instructions and available details support it.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create User
Create a new user in the brex account.
Why this helps
New contacts can fall between sales intake and account setup, leaving access needs unnoticed.
- Spot possible duplicate Brex users before creating an account.
- Catch access needs at the point a new lead is recorded.
- Avoid creating users when required details are missing.
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, ask Notis to review new lead details against Brex users and create a user only when the lead is an intended Brex user and required details are present.
- 4Pick New Lead Trigger as the trigger and choose where run reports should go.
- 5Test with one real lead and verify the match decision and any created user.
Questions about this workflow
Does every new lead become a Brex user?
No. Tell Notis the circumstances that mean a lead needs a Brex account. Most sales leads will not be employees or cardholders.
What if Brex needs details that are not on the lead?
Tell Notis to report the missing details rather than guess. Supply any required onboarding information in your instruction or follow up manually.
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.