Spot budget pressure before the next deal handoff
Notis can bring current available budget amounts together with opportunity context, then highlight where pipeline plans may warrant a human review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Budget headroom and upcoming work live in separate places, making funding pressure easy to miss.
- See budget availability with current opportunity context.
- Surface potential spend pressure before commitments grow.
- Make uncertainty clear when pipeline values do not map to budgets.
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, ask Notis to list budgets, compare availability with specified opportunity context, and report possible pressure without assuming a pipeline amount is committed spend.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and verify the comparison assumptions and findings.
Questions about this workflow
Does opportunity value represent required budget?
No. Opportunity value is not necessarily planned spend. Supply a rule or budget estimate if you want a numerical comparison, and have Notis label inferred pressure as a review signal.
What budget data is available?
The Brex List Budgets action shows budgets and available amounts across cards. State how Notis should compare that information with your Salesforce context.
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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