Turn scheduled spend reviews into follow-up deals
Let Notis prepare the CRM follow-up from a recurring spend review so decisions do not disappear after the review ends.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Recurring reviews often identify action items, but those actions can be lost when someone has to re-enter them into the pipeline later.
- Turn agreed review outcomes into trackable pipeline work
- Keep the rationale alongside the new deal
- Reduce the delay between review and action
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for spend review follow-up.
- 3Describe in one instruction which reviewed items warrant deals and what summary should be included.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one completed review and inspect the deal created in HubSpot.
Questions about this workflow
Does this action schedule the review itself?
No. The Notis cron trigger runs the automation on a recurring schedule. Brex information must be available through the connected access or run context.
Can it create a deal only when a follow-up is explicit?
Yes. State that criterion in the instruction and ask Notis to skip items without a clear action.
Can the deal be associated with a HubSpot company?
Yes, if an existing company ID and valid association information are available.
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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