Create Brex expenses from approved CRM reimbursement requests
Move an approved sales cost from request context to an expense record without repeating the lookup by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Create an expense.
Why this helps
A reimbursement request can be approved in the CRM but remain unrecorded in the finance system until someone remembers to re-enter it.
- Use an intentional request handoff to start the review.
- Require approval and expense details before creating a record.
- Report incomplete requests to the chosen channel.
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 sales reimbursements.
- 3Tell Notis how to identify approval, which amount and expense details are required, and how to report missing receipt or payment context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved request and review the Brex expense.
Questions about this workflow
Does the Create Expense action guarantee reimbursement payment?
No. It creates an expense record. The supplied action list does not describe payment or reimbursement processing.
What starts this workflow?
A Notis webhook starts when an HTTP request reaches it; Agile CRM has no listed trigger event.
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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