Close out project spending when work ends
When a deal reaches its closeout stage, make the card status review part of the same handoff.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Update Card Status
Update the status of a card (activate/deactivate/terminate).
Why this helps
Cards can remain active after the work they supported has ended.
- Prompt timely card status changes
- Reduce forgotten closeout tasks
- Make the card and qualifying deal context explicit
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 which deal stage indicates closeout, how to identify the card, and the status to apply.
- 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 the workflow safely identify the right card?
Provide a reliable card identifier or matching context in your instruction. If it is missing, the workflow may not have enough information to update the intended card.
Can it terminate a card instead of deactivating it?
Specify the intended status in your instruction. The available action updates card status.
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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