Give campaign spending a clear home in Brex
Turn campaign plans into budgets with a clear project or department context, making planned ad spend easier to review.
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
Campaign spending plans can lack a clear home in the finance workflow, creating confusion during review and reconciliation.
- Associate eligible campaign budgets with supplied context.
- Make campaign spending plans easier to review in Brex.
- Flag missing department, project, or amount details.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe which campaigns qualify and what context and amount must be present.
- 3Choose a recurring schedule for the planning review.
- 4Choose the report destination and test with one real campaign plan.
Questions about this workflow
Will Notis choose a department or project?
Notis can use context present in the source data or instruction. If no reliable department or project is provided, have it report the missing context.
Can this create a budget without an approved amount?
The instruction should require an approved amount or explicitly supplied amount rule before creating the Brex budget.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Brex. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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