Prepare for a Brex spend review in Salesforce
Get a focused review checklist into Salesforce before the meeting, based on the Brex data you use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Review preparation often means reopening several tools and rebuilding the same checklist from scratch.
- Collect relevant spend questions before the review.
- Keep review prep visible with other Salesforce work.
- Use the review criteria your team already follows.
Setup
Build it in a few focused steps.
- 1Connect Brex and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review the specified Brex spend data and create a Salesforce prep task with the questions your team should cover.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test before the next review using one real spend example.
Questions about this workflow
Can Notis decide what questions matter?
You can define the review criteria in your instruction. Notis can summarize available Brex data against those criteria.
Will this create a task for each account?
Specify whether you want one general prep task or separate tasks for matching accounts, and test that behavior with a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Salesforce. A trigger fires from one place; an action lands in another.
Brex triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Brex and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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