Provision a Brex user from a new Zendesk user
Keep user onboarding moving across support and spend systems.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Create User
Create a new user in the brex account.
Why this helps
New team members can be overlooked when each system is onboarded separately.
- Reduce duplicate onboarding entry
- Keep identity details aligned
- Surface missing information early
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once in the portal.
- 2Create an automation that uses each new Zendesk user's available details to create a Brex user.
- 3Select New User Created as the trigger.
- 4Choose a report channel and test with a new user record.
Questions about this workflow
What if required user details are missing?
The report identifies the missing details so the user can be completed safely.
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
Save your first hour today.
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No card. Works with personal or business Brex.