Start project budgets from researched costs
When Agenty gathers project pricing or cost estimates, Notis can turn the supplied budget amount and department details into a new Brex budget.
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
Project cost research often ends in a spreadsheet or browser tab instead of a budget that the team can use.
- Reduce the steps between researching costs and starting a budget.
- Use your own stated rules to decide when research supports a budget.
- Receive a report showing whether the budget was created.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt defining qualifying projects and the budget details to use.
- 3Tell Notis to create a budget only when the amount and required ownership details are provided.
- 4Choose the Notis webhook trigger that Agenty will call with project research.
- 5Choose where run reports go, then test with one real project example.
Questions about this workflow
Can Agenty decide the budget amount?
Agenty can provide cost research, but the workflow needs a clear amount rule or an amount supplied by you. The source description does not promise a budget recommendation feature.
Will this adjust an existing budget?
The selected Brex action creates a new budget. It is not an update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.