Create Brex spend limits for approved CRM projects
Turn an approved project request into a spending control while keeping the decision context close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Spend Limit (Budget V1)
Create a spend limit budget with spending controls.
Why this helps
Project spending can start before a clear spending limit is configured, especially when the approval lives in the CRM.
- Review project approvals on a consistent cadence.
- Create spend limits when authorization details are present.
- Make missing control information visible before setup.
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 project spend limits.
- 3Describe which approved projects qualify, the required limit and authorization details, and how to report missing policy information.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real project and verify the spend limit configuration in Brex.
Questions about this workflow
What information must I provide for a spend limit?
The action description says spend limits use specific limits, visibility settings, and period types. Provide the applicable authorization and configuration details in your instruction.
Does an Agile CRM project automatically trigger this?
No. Agile CRM has no listed trigger events, so this workflow uses a recurring Notis schedule.
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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