Keep the budget in step with an approved plan change
When a SureContact campaign plan changes and the new limit is approved, Notis can update the related Brex budget using the revised plan context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Budget
Update budget details.
Why this helps
An approved change can leave the team working from an old limit while the CRM reflects the new plan.
- Carries approved plan changes into the matching budget.
- Reduces the chance of relying on stale campaign limits.
- Keeps the reasoning for a change close to the update.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to set it up conversationally.
- 3Use one instruction to update the corresponding Brex budget when an approved SureContact plan change arrives with a revised limit.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Send one real approved change and verify the intended Brex budget was updated.
Questions about this workflow
Will this update a budget for an unapproved draft?
The instruction should explicitly require an approved change signal. Forward only the approval event for this workflow.
How should the budget be identified?
Include clear campaign or budget context in the webhook and instruct Notis to use it to identify the corresponding budget. Review the first update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
SureContact and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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