Pair deal readiness with clear card spending controls
For deals that require controlled purchases, Notis can create an assigned Brex card from opportunity context when the cardholder and limits are specified.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Card
Create a new card and assign it to a user.
Why this helps
A deal may be ready for execution while its card request and spending controls remain unrecorded.
- Prepare an assigned card around a defined deal need.
- Apply stated controls as part of the setup request.
- Catch missing user or limit details before card creation.
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, state which opportunities require a card, the authorized Brex user, and the spending limits or controls to apply.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real opportunity that has approved card details and review the result.
Questions about this workflow
Does creating a card also set its limits?
The Create Card action creates a card assigned to a user. If limits need a separate update, use a separate workflow with Update Card Limits and clear card identification.
Can it choose a user from the opportunity owner?
Only if the opportunity owner can be matched to an existing Brex user and your instruction makes that rule explicit. Otherwise supply or review the intended cardholder.
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.