Create Brex budgets from ActiveMerge project plans
Start Brex budget setup from project planning details already gathered in your ActiveMerge document workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Project budget decisions can be captured in documents but still require a separate manual setup step in Brex.
- Reduce manual transfer of project budget details.
- Turn planning information into a Brex budget setup step.
- Review each created budget in Brex.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brex once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Ask Notis to create Brex budgets from the project details supplied from ActiveMerge and identify incomplete or ambiguous requests in its report.
- 4Pick a recurring schedule and choose where run reports go.
- 5Try one real project plan and review the created budget in Brex.
Questions about this workflow
Will this extract plans directly from ActiveMerge?
ActiveMerge has no listed trigger event. The project details must be available to the scheduled automation through your setup.
Can Notis resolve unclear budget decisions?
Ask Notis to flag incomplete or ambiguous details in its report so you can review them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brex. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
ActiveMerge and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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