Make vendor spend setup part of deal readiness
A new deal may require a specific vendor. Notis can prepare the Brex vendor card when the opportunity points to an approved vendor and the required controls are provided.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor payment setup can become a last minute task after a deal is already moving.
- Start vendor payment setup from deal context.
- Use an explicit approved-vendor rule before creating a card.
- Surface missing controls before card creation.
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 which opportunity context authorizes a vendor card, how to identify the vendor, and what required limits or details must be present.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real opportunity for an approved vendor and verify the card setup.
Questions about this workflow
Does this create a card for every opportunity vendor mention?
No. State an approval condition and require a clear vendor identity and necessary card details before creating anything.
What if vendor card controls are not in Salesforce?
Provide the controls in your instruction or supporting process. Notis should report missing details rather than guess them.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.