Check Brex onboarding when a Zendesk user appears
See whether a new person is ready across both systems.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get User Profile
Get user profile information for current or specified user.
Why this helps
Onboarding gaps stay hidden when teams only check the system they are currently using.
- Spot missing Brex profiles early
- Reduce onboarding surprises
- Give owners a simple follow-up list
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once.
- 2Create an automation that looks up the matching Brex profile for each new Zendesk user and summarizes gaps.
- 3Pick New User Created as the trigger.
- 4Choose where reports go and test with one new user.
Questions about this workflow
Does this create a profile?
No. This workflow checks and reports profile status only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Brex. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Department
Create a new department.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.