Turn an approved card request into a controlled limit update
When an authorized request arrives, Notis can update the identified card's spending controls and report the change for visibility.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Card Limits
Update spending limits and controls for a card.
Why this helps
Approved limit changes can sit in a queue while someone locates the card and enters controls by hand.
- Start limit updates from an approved request.
- Use supplied values to avoid rekeying controls.
- Report requests with missing approval or card details.
Setup
Build it in a few focused steps.
- 1Connect Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, require an approval indicator, a clear card identifier, and complete limit values before updating card controls.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one approved request and verify the card and updated limits.
Questions about this workflow
What should the webhook request include?
Include the card identifier, requested limit values, and the approval information your policy requires.
Will it change limits for an unapproved request?
Your instruction should require explicit approval before any update and direct Notis to report incomplete or unapproved requests without acting.
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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