Log WhatsApp purchase receipts in Brex
Capture a purchase shared in WhatsApp as a Brex expense, with less retyping and less chance of losing the receipt in chat.
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
Purchase details arrive in chat, then get forgotten or have to be entered into Brex later.
- Create an expense record from receipt details in a WhatsApp message.
- Keep purchase follow-up out of a separate manual task list.
- Use a real example to check what information the automation can extract.
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 create a Brex expense when a WhatsApp message includes a purchase receipt, using only details present in the message.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real WhatsApp receipt and review the Brex result.
Questions about this workflow
Does this run when a receipt arrives in 2chat automatically?
2chat has no listed trigger event here. Start the automation with a Notis webhook request and provide the WhatsApp message or receipt details to Notis.
What if the receipt is missing a detail?
Notis can only use information available in the message. Supply missing details in the instruction or handle the incomplete expense for review.
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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