Understand budget activity in deal context
Bring budget transactions and related deal details together for a faster, more informed review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Budget Transactions
Why this helps
Budget activity can be hard to interpret when each transaction requires a separate search for its business reason.
- Review transactions for a specific budget in one scheduled report.
- Add available deal context to help interpret activity.
- Keep unconfirmed connections clearly identified for review.
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 retrieve transactions for a specified Brex budget and summarize likely relevant Affinity deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real budget and review the report against its source transactions.
Questions about this workflow
Does this workflow need a budget identifier?
Yes. Provide the budget to review or ensure it is available in the request context.
Are the deal links definitive?
They are only as reliable as the details returned by the apps. Treat suggested associations as review items.
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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No card. Works with personal or business Brex.