Spot transactions connected to changing vendor terms
Notis can periodically retrieve Brex transactions and compare merchant or description details with vendor changes Agenty has monitored, then report possible follow-ups.
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
Changes to vendor terms and actual company charges live in separate places, making it harder to notice when they deserve a closer look.
- Bring external vendor changes into a transaction review.
- Focus attention on possible related charges.
- Keep each scan anchored to a chosen time range.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt describing which vendor changes and transaction patterns to review.
- 3Tell Notis the transaction date range and the Agenty research context to use.
- 4Choose a recurring Notis schedule for the scan.
- 5Choose where run reports go, then test with one real time range and vendor update.
Questions about this workflow
Will it prove a transaction was caused by a vendor change?
No. It can identify possible relationships for review, but the source descriptions do not establish causation.
Can it flag transactions automatically in Brex?
The listed action retrieves transactions. It does not describe changing or flagging transaction records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.