Look up a transaction from a risk case
Get the exact transaction record attached to the case.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transaction by ID
Get details of a specific transaction by id.
Why this helps
Investigators lose momentum when they must switch tools for one transaction lookup.
- Resolve case questions faster
- Keep transaction evidence tied to the case
- Reduce repeated finance navigation
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk transaction ID lookup.
- 3Tell Notis to get the Brex transaction by the ID included in each 21risk case request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real case.
Questions about this workflow
What is required for the lookup?
The request must include a valid Brex transaction ID.
Can the result be summarized for an auditor?
Yes. Ask Notis to summarize the returned transaction in the report.
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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