Carry approved team member details into Brex
When SureContact signals that an internal team member is approved for setup, Notis can create a Brex user using the supplied details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create User
Create a new user in the brex account.
Why this helps
Onboarding details may be copied across systems late, leaving finance setup as a forgotten follow-up.
- Carries approved team setup into Brex promptly.
- Reduces repeated entry of basic user details.
- Makes one onboarding handoff easier to complete.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally to set it up.
- 3Write one instruction asking Notis to create a Brex user only when an approved internal team contact is sent, using the provided user details.
- 4Choose an incoming webhook trigger and where Notis should report runs.
- 5Forward one approved team contact and verify the user details in Brex.
Questions about this workflow
Should this be used for marketing contacts?
No. The workflow is for approved internal team members who should have a Brex account.
What if the contact information is incomplete?
Provide complete approved details in the webhook signal and review the first result before using the workflow broadly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
SureContact and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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