Give deal commitments a clear spending envelope
When a deal commitment is confirmed, start a Brex budget with its available context in the same workflow.
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
A confirmed commitment can be difficult to track when budget setup becomes another manual follow-up.
- Reduce delay between a commitment and budget setup.
- Keep the originating deal context available for review.
- Make the budget creation request explicit and traceable.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brex once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to create a Brex budget from an incoming request for a confirmed deal commitment, using only supplied details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real commitment and review the created budget in Brex.
Questions about this workflow
Will the workflow decide the budget amount?
It can use an amount supplied with the webhook or available in the connected data. It should not invent an amount when one is missing.
Can I use Affinity as the trigger?
Affinity has no listed trigger events in this workflow context, so start the automation with a Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brex. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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