Prepare vendor spend when a partner is approved
When SureContact records an approved partner or supplier, Notis can create a Brex vendor card for the vendor relationship, using the approval context in its instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
A newly approved vendor can wait on finance setup while someone remembers which card controls to create.
- Creates a distinct card for vendor-related spend.
- Carries partner approval context into the setup request.
- Reduces back-and-forth after a vendor is approved.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once through the portal.
- 2Create an automation in the portal or ask Notis in plain language to create it.
- 3Write one instruction asking Notis to create a Brex vendor card when an approved partner signal arrives, following the vendor details and controls provided.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Send a real approved partner example and verify the vendor card details in Brex.
Questions about this workflow
What starts the workflow?
An external tool or custom backend sends an approved partner update from SureContact to the Notis incoming webhook.
Can Notis infer card controls that were not provided?
The prompt should use explicit vendor details and controls available in the signal. Review the first card before relying on the workflow.
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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