Create Brex custom fields from parsed requirements
Take custom metadata requests out of documents and into Brex with less setup friction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Custom Field
Create a custom field for accounting or ERP metadata.
Why this helps
Accounting metadata requirements can be approved in documents but remain unavailable in Brex until someone builds the field.
- Reduce manual field setup
- Keep accounting and ERP requirements moving
- Flag unclear field definitions for review
Setup
Build it in a few focused steps.
- 1Connect Airparser and Brex once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3Ask Notis to create a Brex custom field from a parsed accounting requirement when the field definition and intended integration details are clear.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request and verify the custom field in Brex.
Questions about this workflow
Can this also add dropdown values?
No. Creating field values is a separate Brex action. This workflow creates the custom field only.
What if the field definition is unclear?
Ask Notis to report the ambiguity for review rather than create a guessed field.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Brex. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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