See expense follow-ups beside active deal work
A scheduled review brings expense activity into the same routine as the deal follow-ups you care about.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Expense review gets postponed when it requires another app and another manual scan.
- Create a predictable expense review routine
- Surface items matching criteria you provide
- Reduce context switching between finance and deal follow-up
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 expenses for the review period and summarize those matching your supplied deal context and criteria.
- 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 automation know my open HubSpot deals automatically?
The listed Brex action retrieves expenses. Provide the relevant deal context or ensure the workflow has the context needed for the summary.
Can it flag an expense as overdue?
Only if you provide the due-date or follow-up baseline. Brex expense retrieval does not establish your internal follow-up rules.
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.