Review Brex budgets from Todoist
Ask for a budget overview in Todoist and see available amounts across your Brex plans.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Budgets
List all budgets and show available amounts across all cards.
Why this helps
Budget visibility fades when checking every plan requires a separate lookup.
- See budget availability quickly
- Support planning decisions
- Reduce repeated portal checks
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the budget overview outcome.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one budget review task.
Questions about this workflow
Can the overview focus on a department?
Yes, ask Notis to summarize the returned budgets using the relevant available details.
Does this change any budget?
No, it only lists current budgets and available amounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Brex. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.