Make priority cardholders easier to find
When a Brex cardholder needs a broader relationship record, let a scheduled review put the person in HubSpot with the right context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create batch of contacts
Creates up to 100 new contact records in hubspot crm, optionally associating them with existing crm objects; ensure associated object ids are valid.
Why this helps
People connected to spending decisions may be difficult to find later when their relationship details live only in finance workflows.
- Make selected stakeholders discoverable in HubSpot
- Give colleagues context for why a contact was added
- Reduce manual contact entry after reviews
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for priority cardholders.
- 3Describe in one instruction which cardholders should become contacts and the context to preserve.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real cardholder example and review the HubSpot contact.
Questions about this workflow
Should every Brex cardholder become a HubSpot contact?
No. Define the relationship or follow-up criteria in the instruction so only useful contacts are created.
Can the action associate a new contact with a company?
Yes, when a valid existing HubSpot company ID is available for the association.
Will it create duplicates?
Ask Notis to check for an existing contact first. The check depends on the identifying details available in the source context.
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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