Review expenses for credential cost reporting
At a recurring interval, Notis can retrieve Brex expenses for a date range so you can review likely credential costs alongside your Accredible records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Credential program costs can be hard to assemble when expenses and certificate records are reviewed at different times.
- Gather expenses for a chosen reporting period.
- Use one scheduled prompt to prepare a review report.
- Spot records that may need comparison with Accredible credential records.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Brex once in the Notis portal.
- 2Create an automation named Credential expense period review.
- 3Tell Notis to retrieve Brex expenses for the reporting date range and summarize records that may relate to credential costs for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Run one real reporting period and review the expenses and summary.
Questions about this workflow
Does the workflow automatically match expenses to certificates?
No matching fields or certificate trigger are provided. Notis can summarize returned Brex expenses, but you must supply any matching rules or reference data you want considered.
How does the workflow know which dates to retrieve?
The prompt and schedule should specify the intended reporting period. The Brex action retrieves expenses for a date range.
Does it change expenses in Brex?
No. Get Expenses retrieves records. The workflow prepares information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Brex. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Accredible certificates 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.