Create Brex budgets from intake requests
Move approved budget requests from intake to setup with one consistent instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
New budgets wait when intake details and finance setup are handled in separate queues.
- Shortens setup time
- Standardizes budget creation
- Keeps intake and finance connected
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create a new automation for approved budget intake.
- 3Tell Notis to read each webhook request and create the specified Brex budget.
- 4Pick a Notis webhook as the trigger.
- 5Choose a report channel and test with one real intake payload.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it.
Can it create department budgets?
Yes, when the request describes the required department or project budget.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Brex. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.