Move quickly on qualified campaign opportunities
A timely opportunity is easier to act on when the insight can lead straight to a dedicated spending plan in Brex.
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
Urgent campaign opportunities can lose momentum while teams move between research, approvals, and budget setup.
- Make a qualified opportunity easier to turn into a budget action.
- Reduce manual coordination under time pressure.
- Report missing decision inputs rather than assuming approval.
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 state your qualification, approval, and amount requirements.
- 3Choose the webhook trigger, which starts when an HTTP request arrives.
- 4Choose where run reports go and test with a real opportunity and known budget details.
Questions about this workflow
Does creating a budget mean the opportunity is approved?
The automation should create a budget only when your stated approval conditions are met. Include those conditions in the instruction or supplied data.
Can the workflow act if a required amount is unknown?
Have Notis report the missing amount and wait for it to be supplied rather than guessing.
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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