Close out budgets from parsed requests
Turn a clear budget closure request into a Brex archive action and keep the result in your run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Why this helps
Inactive budgets can remain available because closure requests are buried in documents or require a separate follow-up.
- Reduce follow-up on completed budgets
- Keep inactive budgets out of active budget lists
- Flag requests that do not identify the intended budget
Setup
Build it in a few focused steps.
- 1Connect Airparser and Brex once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis to archive only the Brex budget explicitly identified by a parsed closure request, and report ambiguous requests for review.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with a real closure request and confirm the intended budget in Brex before using the workflow.
Questions about this workflow
Can an archived budget be restored?
The action description says archiving is permanent and cannot be undone. Confirm the identified budget before allowing the automation to proceed.
Will Notis infer which budget a request means?
Ask it to archive only when the request clearly identifies the budget. Ambiguous requests should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Brex. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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