Inspect a specific Brex transaction from WhatsApp
Turn a transaction follow-up into a targeted Brex lookup when the request includes the transaction ID.
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
A transaction question can require leaving chat and searching through unrelated records to find one item.
- Retrieve details for a transaction identified by ID.
- Keep a specific follow-up focused on one record.
- Provide returned details in the selected run report channel.
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 retrieve the Brex transaction identified by the ID in the WhatsApp request and ask for review if no ID is present.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request that includes a transaction ID.
Questions about this workflow
Can I search using only a merchant name?
This action retrieves a transaction by ID. Use the description search action when the request does not include an ID.
Will it make a change to the transaction?
No. It retrieves transaction details for inspection.
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.