Track companies surfaced by spend reviews
Give important company relationships a CRM home when they surface during regular Brex spend reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a batch of companies
Creates multiple company records in hubspot crm in a single batch operation, processing up to 100 companies per request.
Why this helps
A spend review can reveal a relationship worth tracking, but creating a company record often gets postponed until it is forgotten.
- Capture companies surfaced during routine reviews
- Keep the reason for tracking each company visible
- Reduce postponed CRM upkeep
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for spend review company capture.
- 3Describe in one instruction which companies merit a record and what context to retain.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real company and check for existing records before confirming creation.
Questions about this workflow
Can this inspect the Brex spend history automatically?
The supplied description provides no specific Brex trigger events or retrieval actions. The needed context must be available through the connected Brex access or provided to the run.
How can I avoid duplicate company records?
Ask Notis to check HubSpot for an existing company using an available identifier before creating a record.
Can I make this run weekly?
Yes. Choose the recurring schedule for the Notis cron trigger during setup.
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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