Give new initiatives a clear spend envelope
When a new initiative enters Notion, ask Notis to create its corresponding Brex budget and keep setup in motion.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Initiatives can start moving before a budget exists to make spending visible.
- Set up spending structure as initiatives begin.
- Reduce separate budget setup reminders.
- Keep planning connected to finance.
Setup
Build it in a few focused steps.
- 1Connect Notion and Brex to Notis once through the portal.
- 2Create an automation prompting Notis to create a Brex budget for each eligible new initiative.
- 3Select New Page for the initiative database.
- 4Choose a channel for run reports.
- 5Test with one real initiative and confirm the budget details.
Questions about this workflow
How is this different from a project budget workflow?
Use this for initiative records when they are distinct from project records in your Notion workspace.
Can only approved initiatives create budgets?
Describe the eligibility condition in the prompt and test it with an appropriate record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Brex. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Department
Create a new department.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Create Expense
Create a new expense.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Location
Create a new location.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Create Job Title
Create a new job title.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Create User
Create a new user in the brex account.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Notion and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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