Move budget requests into Brex with less re-entry
Pass a budget request to Notis and create the corresponding Brex budget from the information provided.
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 often sit between a conversation and the finance system while someone copies details over by hand.
- Convert supplied budget request details into a Brex budget.
- Reduce repeated data entry between request and finance work.
- Get a report when required details are missing or creation succeeds.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Brex once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3Tell Notis to create a Brex budget from the request details and report missing information instead of guessing.
- 4Choose the webhook trigger and set the channel for run reports.
- 5Test with one real example and verify the budget in Brex.
Questions about this workflow
Can Notis choose the budget amount?
The request must supply the amount and other required details. Notis should not invent financial values.
Can this create budgets for projects or departments?
The listed Brex action creates a budget for departments or projects. Include the intended context in the webhook request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Brex. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.