Turn a Brex spend signal into a HubSpot deal
Send a spend signal to Notis and let it turn the financial context into a deal your team can act on.
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
Important spend signals can sit in finance tools while the account conversation moves on without a clear owner or follow-up.
- Bring relevant spend context into the sales pipeline
- Reduce manual copy and paste between finance and CRM
- Give follow-up a clear summary to start from
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for the spend signal you want to route.
- 3Describe in one instruction when spend context should become a deal and what summary it should include.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real Brex example and review the created deal.
Questions about this workflow
Does Brex start this workflow automatically?
Brex has no listed trigger events for this workflow. A Notis webhook starts it when an HTTP request is sent to the automation.
Will every spend record become a deal?
Describe the business signals worth creating a deal for in the instruction. Notis uses that request to decide whether the submitted context is relevant.
What should the webhook include?
Send the Brex spend details and any account context needed to identify the opportunity. Include missing information such as an account owner or expected value if the decision depends on it.
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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