Keep Brex budgets aligned with approved changes
Make approved budget changes part of a predictable operating cadence.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Budget
Update budget details.
Why this helps
Approved changes can sit unprocessed while teams assume the budget is already updated.
- Reduce stale budget settings
- Create an auditable update routine
- Keep planning and account data aligned
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Brex once in the Notis portal.
- 2Create an automation and name the scheduled budget adjustment.
- 3Describe the approved changes Notis should apply to the relevant Brex budget.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one approved adjustment.
Questions about this workflow
Can this run without approved changes?
Yes, instruct Notis to report that no update is needed when there is no approved change.
Will it show the updated values?
Ask for a before and after summary in the run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Brex. A trigger fires from one place; an action lands in another.
0CodeKit 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.
0CodeKit and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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