Put a defined limit around deal project spend
Create a spend limit from a clear project request and carry its supplied deal context into the task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Spend Limit (Budget V1)
Create a spend limit budget with spending controls.
Why this helps
Project spending controls can be postponed when finance setup is disconnected from the originating work.
- Connect a project request to its spending control setup.
- Use explicit authorization and period details from the request.
- Make absent controls visible before creating the limit.
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 V1 spend limit for a project request only when required limit and control details are supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, fully specified request and verify the limit in Brex.
Questions about this workflow
Can Notis choose the limit or period?
Only if you supply clear rules. Otherwise the request must include the needed values.
Is this a regular Brex budget?
No. This action creates a Spend Limit (Budget V1), which is a distinct Brex action.
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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