Keep deal-related expense records moving
When a deal reaches a meaningful stage, capture the expense context in Brex while the handoff is happening.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Expense
Create a new expense.
Why this helps
Expense details can be separated from the deal activity that explains them.
- Reduce repeated entry across sales and finance work
- Preserve the deal context you provide alongside the expense task
- Make expense handling easier to track
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 what expense to create from the deal details and specify any required expense information.
- 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
Will a deal update always include enough information to create an expense?
Not necessarily. Include required expense details in your instruction or make sure they are available in the deal context.
Can this create a reimbursement automatically?
The listed action creates an expense. Specify the expense details and review the run report to confirm the result.
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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