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Turn checked project requests into Brex budgets

Check contact details and request completeness, then create a Brex budget for a project or department when your rules are met.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Budget

Create a budget for a department or project.

Why this helps

Budget requests often arrive in fragments, requiring extra clarification before you can set up the budget in Brex.

  • Check request email details before creating a budget.
  • Reduce manual re-entry for project and department budget requests.
  • Route incomplete requests for clarification instead of guessing.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Brex once in the Notis portal.
  • 2Create an automation and describe the budget request outcome.
  • 3Ask Notis to validate supplied contact emails with Abstract, check that required budget details are present, and create the Brex budget only when ready.
  • 4Pick the webhook trigger and select where run reports go.
  • 5Test with one real budget request.

Questions about this workflow

Does this decide the right budget amount?

Set the amount or decision rule in the request or instruction. Notis should flag missing budget details rather than invent them.

Can it create a budget for any department or project?

The Brex action supports budgets for departments or projects. Include the intended target and request details in the incoming information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Brex. A trigger fires from one place; an action lands in another.

Abstract triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a budget for a department or project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Webhook Group Members

ActionInstant

Create Card

Create a card and assign it to a user.

ActionInstant

Archive Budget

ActionInstant

Create Department

Create a department.

ActionInstant

Archive Spend Limit

ActionInstant

Create Expense

Create an expense.

ActionInstant

Create Location

Create a location.

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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