Give meaningful spend exceptions a clear owner
Move the exceptions that call for commercial follow-up into HubSpot with the review context and next step attached.
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
Spend exceptions can be repeatedly reviewed without anyone turning the relevant ones into accountable follow-up.
- Turn actionable exceptions into trackable work
- Keep exception evidence near the deal
- Avoid pipeline entries for exceptions without a next step
Setup
Build it in a few focused steps.
- 1Connect Brex and HubSpot once in the Notis portal.
- 2Create an automation named for spend exception follow-up.
- 3Describe in one instruction what makes an exception commercially actionable and what to include in the deal summary.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one actionable and one routine exception example.
Questions about this workflow
Can the workflow calculate a spend variance?
Only if the necessary baseline and spend values are available. Supply a baseline or ask Notis to use a provided variance instead of assuming one.
Will every exception create a deal?
No. Specify that a deal needs a concrete commercial next step, and have routine exceptions skipped.
Can this run without Brex trigger events?
Yes. A Notis cron schedule starts the workflow, and the Brex context must be accessible to the run.
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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