Turn notable card activity into actionable deals
Separate activity that merits follow-up from routine spend, then give the important cases a concise home in HubSpot.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
High-signal activity can be hard to distinguish from routine card spend when people review transactions manually.
- Focus pipeline creation on activity with a clear next step
- Preserve the reason a transaction was flagged
- Avoid re-reading transaction notes to recover context
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for card activity triage.
- 3Describe in one instruction what makes activity worth a deal and what evidence to summarize.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one routine example and one notable example, then review the results.
Questions about this workflow
Can Notis see all Brex card transactions automatically?
No source trigger events are listed for Brex. The webhook must be sent the activity context or use information available through the connected Brex access.
What if the activity does not show a real opportunity?
Describe the conditions for creating a deal in the prompt so routine or ambiguous cases do not create a record.
Can the action set a deal pipeline or stage?
The action can create deals with valid pipeline and stage values when those values are supplied and exist in the HubSpot account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Hubspot. A trigger fires from one place; an action lands in another.
Brex triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Brex and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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