Look up Brex expenses from WhatsApp
Ask for an expense lookup in chat and have Notis retrieve the matching Brex expenses for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Finding expenses means leaving the conversation, opening Brex, and repeating the same search.
- Retrieve expenses for the date range specified in a request.
- Reduce app switching during expense follow-up.
- Return data for a quick review in the chosen 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 Brex expenses for the date range included in an incoming WhatsApp request and summarize the results.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request containing a date range.
Questions about this workflow
Can it infer which date range I mean?
Give Notis a clear date range in the request. Do not rely on dates or context that are not provided.
Does the automation create or change expenses?
No. This workflow uses the Brex Get Expenses action to retrieve expense data.
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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