Create Brex users from Slack handoffs
Move an approved onboarding handoff into account setup without keeping another reminder in your head.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Create User
Create a new user in the brex account.
Why this helps
Creating a finance account can be missed between the many small steps of bringing someone on board.
- Reduce dropped onboarding steps.
- Keep account setup connected to a confirmed handoff.
- Spend less attention tracking routine setup across tools.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brex to Notis once in the portal.
- 2Create the automation in the portal, or ask Notis conversationally.
- 3Tell Notis in one instruction to create a Brex user only when Slack confirms the person is approved and ready for setup.
- 4Choose the Slack channel message trigger and a place for run reports.
- 5Test with one real, authorized onboarding handoff.
Questions about this workflow
Will a preliminary candidate discussion create an account?
No, when the prompt requires explicit approval and readiness before creating a user.
Do I need a field-mapping step?
No. Notis follows the plain-language instruction and uses relevant message context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brex. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Department
Create a new department.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Expense
Create a new expense.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Location
Create a new location.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Job Title
Create a new job title.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Create a new user in the brex account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Slack 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.