Search Brex transactions from an investigation clue
Start with the phrase you have and get the matching spend records.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
A single vendor or memo clue can take hours to search across transaction exports.
- Accelerate clue based investigations
- Find related records consistently
- Reduce manual export searches
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk description transaction search.
- 3Tell Notis to get Brex transactions matching the description text from the 21risk request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real clue.
Questions about this workflow
Can it search partial descriptions?
Ask Notis to use the supplied text as a matching description query.
Can it search multiple phrases?
Yes, if the request supplies them and your instruction asks Notis to review each phrase.
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
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.