Transfer a Brex card from a WhatsApp handoff request
Handle card ownership handoffs from a clear request, with Notis applying the transfer in Brex.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
A card handoff can stall between a chat request and the separate Brex update it requires.
- Turn a clear handoff request into the relevant Brex card transfer.
- Reduce the chance that a requested ownership change sits in chat.
- Keep a run report of the resulting action.
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 transfer the Brex card identified in the WhatsApp request to the named recipient, and to stop for review if the card or recipient is unclear.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real, authorized handoff example and review the result.
Questions about this workflow
What information must the request include?
It must identify the card and the recipient clearly enough for Notis to act. If either is ambiguous, have the automation stop for review.
Does this create a new card?
No. It transfers an existing card to another user using the Brex Transfer Card action.
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.