Bring cash visibility into deal planning
A regular cash account check can give founders useful context before making commitments tied to new work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Cash Accounts
Get company cash accounts.
Why this helps
Financial planning decisions get harder when current cash account information is buried in another system.
- Bring cash account context into planning
- Reduce repeated navigation to finance tools
- Relate the review to commitments you specify
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 company cash accounts and summarize them against the commitments or planning context 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
Does the workflow forecast cash needs?
It retrieves company cash accounts. Provide any commitments, forecast assumptions, or thresholds you want Notis to consider.
Will it pull HubSpot commitments automatically?
The listed Brex action provides cash account information. Make the relevant deal context available to the workflow or include it in your 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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No card. Works with personal or business Brex.