Search Brex transaction descriptions from WhatsApp
Get a focused list of Brex transactions that match the vendor or description text in a chat request.
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 transaction name is buried in a conversation, and searching Brex interrupts the work at hand.
- Search descriptions using text the requester actually supplied.
- Focus follow-up on relevant transaction records.
- Keep a searchable result tied to the original request.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to search Brex transaction descriptions for the vendor name or text in an incoming WhatsApp request.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real vendor or description search.
Questions about this workflow
Does this search a vendor directory?
No. The selected action searches transaction descriptions. Use text likely to appear in the description.
What if the merchant uses a different name on the transaction?
The result depends on the description stored in Brex. Try the exact or likely text and review the returned records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Brex. A trigger fires from one place; an action lands in another.
2chat 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.
2chat 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.