Create Brex budgets from approved Agile CRM requests
Make a funding approval actionable with a direct handoff into Brex and a clear report of anything still missing.
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 budget approval recorded in a CRM can still require manual re-entry before the project can start spending.
- Turn an intentional request into a focused budget review.
- Use only explicitly approved amounts and project context.
- Report incomplete requests before creating a budget.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for approved budget requests.
- 3In one instruction, define what proves approval, the budget details required, and how to treat incomplete or potentially duplicate requests.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request and verify the created budget in Brex.
Questions about this workflow
Will Agile CRM send the webhook automatically?
No Agile CRM trigger event is listed. A Notis webhook starts when an HTTP request is sent to its endpoint.
Can the workflow create a budget from a requested amount that is not approved?
Set an explicit approval requirement in the prompt. Requests without clear approval should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brex. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM 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.