Keep Brex user details aligned with prospect changes
Carry important profile updates forward without duplicate data entry.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Update User
Update user details.
Why this helps
Contact or status changes can be missed when recruiting and spend systems are maintained separately.
- Reduce duplicate profile edits
- Keep finance records current
- Surface unmatched people for review
Setup
Build it in a few focused steps.
- 1Connect Workday and Brex in Notis once.
- 2Create an automation instructing Notis to find the matching Brex user and update supported details from the changed prospect profile.
- 3Pick Workday Prospect Profile Changed as the trigger.
- 4Choose where reports go and test with one real profile change.
Questions about this workflow
Will this create a new Brex user if none matches?
Only if you explicitly instruct Notis to do so and the required information is available; otherwise it can report the mismatch.
Are all prospect fields copied?
No. Notis uses the fields you request and that Brex supports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Brex. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
Create Department
Create a new department.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
Create Expense
Create a new expense.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
Create Location
Create a new location.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
Create Job Title
Create a new job title.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
Create User
Create a new user in the brex account.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Workday and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.