Turn completed project setup into a funded work plan
When a setup task confirms a project is ready to begin, Notis can create its Brex budget using the task details and your stated approval rules.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Project setup can be marked complete while the budget still waits for a separate manual request.
- Tie budget creation to a completed readiness task.
- Use task context instead of repeating the request manually.
- Report unapproved or incomplete budget requests.
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.
- 3Define in one instruction which completed setup tasks authorize a budget and which project, amount, and other details must be present.
- 4Pick Task Created or Completed as the trigger and choose where run reports should go.
- 5Test with one real completed setup task and review the created budget.
Questions about this workflow
How does Notis know a task is a budget request?
Describe the qualifying task subject or context in the instruction. The Salesforce trigger can also optionally filter by task subject or status.
Can it estimate the budget from project size?
Only if you provide a reliable rule and the necessary project information. Otherwise, have it report missing budget inputs 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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