Give every AimTell campaign a clear spending limit
When a campaign is ready to launch, send Notis its name, owner, timeframe, and approved amount. Notis creates a matching Brex budget and reports the result.
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
Campaign budgets can get delayed while someone recreates launch details in a separate finance tool, leaving spend without a clear limit.
- Set up campaign spending limits without re-entering launch details.
- Keep campaign spending distinct from other marketing expenses.
- Get a run report when the budget is created or needs attention.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Brex to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Brex budget from each campaign launch request, using the approved amount and details in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign request that includes its approved budget amount.
Questions about this workflow
What starts this automation?
A webhook request sent to Notis starts it. Include campaign details and the approved budget amount in the request.
Will Notis decide how much to spend?
No. The request should supply the approved amount. Notis can create the Brex budget from those details.
Can this use AimTell campaign events directly?
AimTell trigger events are not available in this workflow package, so the automation uses a Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Brex. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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