Turn new revenue into a ready-to-review Brex budget
A closed-won deal is a cue to prepare the spend plan. Notis can create a Brex budget from the opportunity context and report the result where you work.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Winning a deal can kick off delivery costs before anyone has time to set up a budget.
- Reduce the lag between a signed deal and its spend plan.
- Use opportunity context to draft a relevant budget.
- Surface missing budget details in the run 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.
- 3Describe in one instruction how to create a Brex budget from a won opportunity, noting any required budget details Notis should ask you to supply.
- 4Pick New or Updated Opportunity as the trigger and choose where run reports should go.
- 5Test with one real closed-won opportunity and review the created budget.
Questions about this workflow
Does this run for every opportunity edit?
The trigger fires when an opportunity is created or updated. State in the instruction that Notis should proceed only when the opportunity is closed won.
Can it determine a budget amount automatically?
Only if a usable amount or rule is available in the returned opportunity context or supplied in your instruction. Otherwise, provide the amount or have Notis report what is missing.
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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