Create Brex project budgets from approved CRM deals
Give funded projects a clear budget setup step tied to the opportunity that started them.
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
A deal can move toward delivery while its project budget still depends on someone manually revisiting the CRM.
- Find opportunities ready for a budget during one scheduled pass.
- Use approved funding information from the deal context.
- Report missing amount or ownership instead of guessing.
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 deal budget setup.
- 3Tell Notis which deal states qualify, which approved amount and project name to use, and how to handle missing details or existing budgets.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real approved opportunity and confirm the budget in Brex.
Questions about this workflow
Will this forecast a budget from pipeline value?
No. Pipeline value is not necessarily an approved spending amount. Define and supply the actual approved budget amount.
Can it prevent duplicate budgets?
Tell Notis how to check and handle existing budgets using the available CRM and Brex data, and review uncertain matches in the report.
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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