Spot sales spending without another manual scan
Keep transaction review inside a routine, with Notis bringing the relevant spend into a concise report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Transaction activity accumulates while founders are busy handling customer and team work.
- Reduce manual transaction searching
- Apply consistent criteria to each review
- Receive the summary in your selected report channel
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 transactions for the period and summarize sales spend using your criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the outcome.
Questions about this workflow
Can the scan include only transactions tied to HubSpot deals?
Provide the deal context or a reliable matching rule in your instruction. The Brex action retrieves transactions for a date range.
Will Notis compare spending to a past baseline?
Only if you supply that baseline. Historical analysis is not implied by the listed transaction retrieval action.
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.