Turn reviewed budget requests into Brex budgets
Capture a budget request once, check it against your criteria, and create the budget when it is ready.
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 requests arrive in different places and get delayed while details are gathered again.
- Give requests one clear route into budget creation.
- Check requests against criteria you provide before creating the budget.
- Reduce repeated clarification and re-entry.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for budget requests.
- 3In one instruction, tell Notis what details and approval evidence a request must include before creating a Brex budget.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real budget request and verify the resulting budget in Brex.
Questions about this workflow
Does this workflow approve budgets?
The listed action creates a budget. Define any required approval evidence in your instruction and do not treat the workflow as approval unless your process explicitly grants that authority.
Can the workflow guess a department or project?
No. Any information required for the requested budget must be supplied or explicitly available in the request.
What starts budget creation?
An HTTP request to the Notis webhook starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Brex. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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