Get the details behind a flagged transaction
Use a transaction identifier from your review to retrieve its details and see relevant deal context together.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transaction by ID
Retrieve details about a specific card transaction.
Why this helps
A flagged transaction can take too long to investigate when its details and deal context require separate searches.
- Retrieve detailed information for transactions already flagged for review.
- Bring relevant available Affinity context into the follow-up.
- Keep the transaction ID and report easy to trace.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brex once in the Notis portal.
- 2Create an automation in Automations, or tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve details for transaction IDs supplied in the request and summarize relevant available Affinity deal context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transaction ID and verify the details in Brex.
Questions about this workflow
Where does the transaction ID come from?
Supply it in the request or use it from a previously reviewed result. The workflow should not guess an ID.
Does this action change the transaction?
No. It retrieves transaction details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brex. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity 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.