Bring Brex account context into credential program reviews
When a credential program review starts, Notis can retrieve Brex account details and send a run report to your chosen channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Account Details
Why this helps
Program reviews often require switching tools just to confirm which Brex account is relevant.
- Retrieve current Brex account details when a review is initiated.
- Keep the review prompt and its Brex lookup in one automation.
- Send a run report to a channel you already check.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Brex once in the Notis portal.
- 2Create an automation named Credential program account context.
- 3Tell Notis to retrieve Brex account details when a credential program review request arrives, and summarize the returned details in the run report.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real review request and check the returned account details.
Questions about this workflow
Does this detect a new Accredible certificate automatically?
No. Accredible certificates has no trigger events in this package. An external system must send a request to the Notis webhook to start the lookup.
What account information is retrieved?
The Brex action retrieves details about the current Brex account. Any program-specific context must be included in the webhook request.
Does this create or change anything in Brex?
No. This workflow uses the Get Account Details action and reports the returned information.
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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