Create Brex users from Typeform onboarding
Turn a completed onboarding submission into a ready Brex user record.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create User
Create a new user in the brex account.
Why this helps
New hires wait for access when finance setup is disconnected from onboarding.
- Shorten onboarding handoffs
- Reduce manual account setup
- Create a consistent audit trail
Setup
Build it in a few focused steps.
- 1Connect Typeform and Brex once in the Notis portal.
- 2Create the automation and name it.
- 3Tell Notis to create a Brex user only for approved onboarding submissions.
- 4Pick New Form Response and select a report channel.
- 5Test with one real onboarding submission.
Questions about this workflow
Can this be approval based?
Yes. Include the approval status required before creating the user.
What if the user already exists?
Tell Notis to check the Brex account and report a duplicate instead of creating another user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Brex. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.