Investigate a transaction without restarting the search
When a transaction has already been flagged for follow-up, Notis can retrieve its details by ID and summarize relevant supplier or receipt research from Agenty.
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 charge can take extra time to investigate when the transaction ID, supplier site and earlier research are in separate places.
- Retrieve details for a specific transaction ID.
- Pair the transaction with available external research.
- Create a focused report for the person handling the follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a prompt explaining how flagged transaction IDs and research will be provided.
- 3Tell Notis to retrieve the supplied transaction details and summarize only relevant evidence.
- 4Choose a recurring Notis schedule that checks for supplied investigation requests.
- 5Choose where run reports go, then test with one real transaction ID.
Questions about this workflow
Where does the transaction ID come from?
Supply it in the automation input or the system that provides investigation requests. Agenty's description does not say it produces Brex transaction IDs.
Does retrieving a transaction change it?
No. The selected action retrieves transaction details.
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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