Start project spending controls from an Agiled request
Move a project budget request into Brex as soon as it is ready, without repeating the setup by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Budget setup can stall when a project request has to be re-entered in a separate finance tool.
- Reduce repeated entry when setting up project budgets.
- Move a reviewed request into Brex promptly.
- Keep the request as the starting point for spend controls.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Brex budget from the project request details supplied by Agiled, and to flag missing required information in its report.
- 4Choose notis_webhook as the trigger and configure the Agiled process to call the webhook when a request is ready.
- 5Choose a run report channel, then test with one real project budget request.
Questions about this workflow
Does this automation approve a project budget?
It creates a Brex budget from the supplied request details. Use only requests that are ready for budget creation.
What if the request lacks required budget information?
Instruct Notis to report missing information rather than invent values. The request must supply the details Brex requires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Brex. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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