Spot transactions that need Acculynx project context
Get a regular transaction scan that points out details worth checking against your project records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Transactions without clear project context can require manual searching and follow-up after the purchase.
- Review transactions on a schedule you choose.
- Surface descriptions that may need human follow-up.
- Avoid asserting a project match when transaction data lacks a reference.
Setup
Build it in a few focused steps.
- 1Connect Brex once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, define the transaction date range and what should count as a follow-up clue, such as a project name supplied in the request.
- 4Choose the Notis recurring schedule trigger and set the cadence.
- 5Choose a report channel, then test with a real transaction date range.
Questions about this workflow
Will the workflow confirm a project match?
Only when the transaction data contains a reliable project identifier or you provide one. Otherwise, it can flag a possible clue for a person to verify.
What does the transaction action return?
The listed action retrieves transactions for a date range. The workflow should base its report on the returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Brex. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx 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.