Create Brex budgets for approved customer implementations
Give customer delivery projects a clear finance setup step tied to the CRM record that tracks the work.
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
Implementation work can begin while a required delivery budget remains buried in a separate finance task list.
- Review implementation projects for approved funding.
- Create budgets with explicit project and amount context.
- Report missing ownership or funding decisions.
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 implementation budgets.
- 3Tell Notis how to identify approved implementations, which funding details to use, and what to do when an approval or amount is missing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real implementation project and inspect the Brex budget.
Questions about this workflow
Can the workflow set a budget based on the customer's contract value?
Contract value is not automatically a spending budget. State an approved funding amount or have Notis report the project for a decision.
Will this create duplicate project budgets?
Define how Notis should recognize existing budgets and send uncertain matches to the report 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
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