See available budgets in the context of current priorities
Notis can check Brex budget availability on a schedule and summarize it alongside active SureContact campaigns or deals that need attention.
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
Finding current budget availability requires switching tools and recalling which work is active.
- Puts available budget information into a regular digest.
- Connects the numbers to current marketing or sales priorities.
- Reduces repeated manual checking across tools.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once through the portal.
- 2Create the recurring automation in the portal or ask Notis for a scheduled budget summary.
- 3Give Notis one instruction to list Brex budgets and summarize availability in the context of active SureContact priorities.
- 4Choose a daily or weekly schedule and select a channel for run reports.
- 5Review the first summary and confirm it highlights the budgets and priorities you care about.
Questions about this workflow
Will this update a budget?
No. It lists budgets and summarizes available amounts; it does not change budget settings.
Can I choose the cadence?
Yes. Select a suitable recurring schedule, such as daily or weekly, when creating the automation.
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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