Give newly won work a budget starting point
When a deal changes stage, turn that signal into a budget setup task while the project context is fresh.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Won deals create spending needs, but budget setup can lag behind the sales handoff.
- Connect deal progress to budget preparation
- Reduce delay between sales handoff and finance setup
- Keep budget decisions tied to instructions you control
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis how to use deal details and your budget rules to create a Brex budget.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
Can I limit this to a particular deal stage?
Describe the stage and conditions in your instruction. The available trigger is Deal Stage Updated; users do not build separate trigger filters.
What budget amount will Notis use?
State the amount or the rule for determining it in your instruction. If HubSpot does not contain the needed value, provide it in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Brex. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Create Department
Create a new department.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Hubspot and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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