Record an approved compliance expense in Brex
Capture the expense while the purchase context is still clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Create a new expense.
Why this helps
Small compliance purchases are easy to lose between action tracking and finance entry.
- Keep expense records current
- Preserve the compliance reason
- Reduce end of month catch up
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk approved expense entry.
- 3Tell Notis to create a Brex expense for each approved 21risk purchase request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real purchase.
Questions about this workflow
What information must the request include?
Include the amount, date, and relevant expense details, or tell Notis where to obtain them.
Can it create duplicate expenses?
Include a unique request reference and ask Notis to check for an existing record before creating one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk 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.
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.
21risk 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.