List Brex budgets when a ClickUp Folder is created
Start planning with a clear view of available spend capacity.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
New planning areas lack quick visibility into which budgets can support them.
- Improve budget discovery
- Reduce finance lookup time
- Support faster planning decisions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Folder budget visibility.
- 3Tell Notis to list Brex budgets and summarize available amounts when a new ClickUp Folder is created.
- 4Pick ClickUp Folder Created as the trigger.
- 5Choose a report channel and test with one new Folder.
Questions about this workflow
Does this create a budget?
No. It lists existing budgets and available amounts for review.
Can the summary be filtered?
Yes, provide the department, project, or naming context to use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Brex. A trigger fires from one place; an action lands in another.
Clickup triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Folder Created
Triggers when a new Folder is created.
Create Department
Create a new department.
Folder Deleted
Triggers when a Folder is deleted.
Create Expense
Create a new expense.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Location
Create a new location.
List Created
Triggers when a new List is created.
Create Job Title
Create a new job title.
List Deleted
Triggers when a List is deleted.
Create User
Create a new user in the brex account.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Clickup and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.