Catch budget changes when Salesforce account context changes
An account update can signal new work or a changing customer relationship. Notis can assess the updated context against your budget rule and create a Brex budget when appropriate.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Account changes can introduce new spending needs that stay buried in CRM updates.
- Review account changes for budget implications as they happen.
- Create budgets only when your stated business rule applies.
- Expose missing project or amount details in a report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Give Notis one instruction describing which account changes should lead to a Brex budget and what details must be available.
- 4Pick Account Created or Updated as the trigger and choose where run reports should go.
- 5Test with one real Salesforce account update and inspect the decision and budget.
Questions about this workflow
Will any account edit create a budget?
The event fires on account creation or update, so state the business conditions for creating a budget. Notis should report changes that do not meet them.
Can it infer project costs from an account name?
No. Provide an amount or a clear rule based on available information. Otherwise, instruct Notis to identify missing budget details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brex. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Department
Create a new department.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Expense
Create a new expense.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Location
Create a new location.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Job Title
Create a new job title.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create User
Create a new user in the brex account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Salesforce 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.