Create a Brex budget for every new Zoom webinar
Give each event a defined financial boundary before promotion begins.
Trigger
New Webinar Created
Triggers when a new webinar is created for a user.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Webinar spending starts without a clear owner or budget.
- Set budget ownership earlier
- Keep event spend visible
- Reduce ad hoc approval messages
Setup
Build it in a few focused steps.
- 1Connect Zoom and Brex in Notis once.
- 2Create the automation and describe the budget outcome and policy.
- 3Pick New Webinar Created as the Zoom trigger.
- 4Choose where reports go and test with one webinar.
Questions about this workflow
Can Notis choose the amount automatically?
Only if your instruction supplies a policy or amount; otherwise it reports that the amount is missing.
Does it support recurring webinars?
It runs when the webinar creation event occurs and follows the instruction you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Brex. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Department
Create a new department.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Expense
Create a new expense.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create Location
Create a new location.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Create Job Title
Create a new job title.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create User
Create a new user in the brex account.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Zoom 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.