Create Brex expenses from qualified Agile CRM leads
Keep approved sales costs tied to lead context without copying details between Agile CRM and Brex.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Create an expense.
Why this helps
Sales costs can lose their lead context when expense work and CRM follow-up happen in separate tools.
- Review eligible leads in one scheduled pass.
- Create expenses only when your prompt identifies a valid cost and approval basis.
- Keep the lead context available for the expense review.
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 give it a name.
- 3In one instruction, describe which qualified lead costs to review and when to create a Brex expense; state how to handle missing approval context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the expense details before relying on the schedule.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No. Use a Notis schedule to have Notis review Agile CRM data on the cadence you choose.
Will this automatically decide which sales costs are approved?
Notis follows the approval rules in your instruction. Supply the criteria and treat missing approval context as a reason to skip or 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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