Prepare Brex budgets across approved CRM campaigns
Make funding setup a routine part of campaign readiness instead of another task to remember for each launch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Multiple launches create repeated budget setup work, making it easy to miss one campaign or reuse the wrong amount.
- Review multiple campaign plans in a single scheduled run.
- Create a budget per eligible campaign using supplied approved amounts.
- Report campaigns with missing or unclear funding details.
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 campaign portfolio budgets.
- 3Describe which campaigns qualify, how each budget name and approved amount should be determined, and how to handle incomplete plans.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real campaign and confirm its budget before using the workflow across the portfolio.
Questions about this workflow
Will this split a portfolio amount across campaigns?
Only if you provide an explicit allocation rule and trusted amounts. Otherwise, the workflow should report campaigns without individual approved amounts.
How is this different from setting up a single campaign budget?
This workflow reviews multiple campaign plans as a portfolio and checks each for its own approved funding details.
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
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