Check spend controls before new work starts
Bring spend limits into planning before a customer commitment turns into an urgent finance question.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Get spend limits configuration.
Why this helps
Current controls may not match what upcoming work requires, and checking them takes time.
- Make spend controls visible during planning
- Flag potential gaps using your stated criteria
- Reduce manual account review
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 to retrieve spend limits and compare them with the planning needs and thresholds you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
Can Notis change limits as part of this review?
This workflow retrieves spend limits for review. Use a separate automation with the Update Card Limits action if you need to change a card's controls.
Does it know our upcoming commitments?
Provide the relevant deal or project context in the instruction. Spend limit data alone does not describe future commitments.
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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No card. Works with personal or business Brex.