Create Brex budgets from Typeform
Collect budget requests once and let Notis create the approved Brex budget.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Budget setup gets postponed when details must be copied between forms and finance tools.
- Speed up budget setup
- Standardize intake
- Give teams a clear request path
Setup
Build it in a few focused steps.
- 1Connect Typeform and Brex once in the Notis portal.
- 2Create a new automation and name it.
- 3Describe how an approved submission should become a Brex budget.
- 4Pick New Form Response and select a report channel.
- 5Test with one real budget request.
Questions about this workflow
Can the budget be created only after approval?
Yes. State the approval signal or review condition in the automation prompt.
What if the form omits a required detail?
Tell Notis to report the missing information and skip creation.
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
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.