Keep deal budgets aligned with opportunity changes
Deal scope and value can shift after budget setup. Notis can use opportunity updates to revise a related Brex budget when your instruction defines the change rule and identifies the budget.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Update Budget
Update budget details.
Why this helps
A deal change can leave its Brex budget out of date unless someone remembers to revisit it.
- Catch relevant deal changes without a manual reminder.
- Keep an identified budget closer to the current opportunity context.
- Flag ambiguous budget matches or missing update rules.
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.
- 3In one instruction, define which opportunity changes affect the budget, how to identify the related Brex budget, and what Notis should do when either is unclear.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real opportunity update and review the budget change.
Questions about this workflow
How does Notis know which budget to update?
Provide a reliable way to identify the related budget, such as a shared project reference if one exists in the available context. If it cannot identify one, it should report the ambiguity.
Does this replace the whole budget with the opportunity amount?
Only if you explicitly instruct that behavior and the opportunity contains the intended amount. Define how to handle other budget details and missing values.
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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