Update Brex budgets from Typeform
Keep Brex budgets current when teams submit structured change requests.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Update Budget
Update budget details.
Why this helps
Budget amendments get lost in threads and leave spending plans out of date.
- Keep budgets current
- Reduce follow-up work
- Create a visible change trail
Setup
Build it in a few focused steps.
- 1Connect Typeform and Brex once in the Notis portal.
- 2Create the automation and name it.
- 3Tell Notis to update the matching Brex budget when the request is approved.
- 4Pick the New Form Response trigger and a report channel.
- 5Test with one real amendment.
Questions about this workflow
Can Notis reject incomplete changes?
Yes. Instruct it to report missing details and leave the budget unchanged.
Will it update the correct budget?
Your form and prompt should provide enough identifying information for Notis to locate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Brex. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform 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.