Keep spend stakeholders connected to relationship work
When a Brex expense surfaces a person your team should know, add a clear contact record with the reason they matter.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
The person behind an expense or purchase can be forgotten once the transaction is resolved, even when a relationship still needs attention.
- Retain context about people surfaced by spend activity
- Create an explicit starting point for relationship follow-up
- Cut manual re-entry of stakeholder details
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for spend stakeholder capture.
- 3Describe in one instruction which people merit a contact and what context should explain the addition.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real spend example and verify the contact details.
Questions about this workflow
Does this create a HubSpot contact for every person in a transaction?
Set a clear qualification rule in the instruction. Only create contacts when the person merits ongoing relationship tracking.
What information must be provided?
Provide enough identifying information to create the contact, along with any relationship context the team should retain.
Can it link to an existing company?
The action supports associations with existing CRM objects when valid object IDs are provided.
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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