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Create a Brex expense when a receipt reaches Box

Drop receipts into Box and let Notis prepare the Brex expense, so documenting a purchase does not become another task to remember.

Trigger

New File Added to Folder

Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.

Action

Create Expense

Create a new expense.

Why this helps

Receipts can sit in a folder long after the purchase, leaving expense records incomplete and follow-up easy to forget.

  • Reduce manual re-entry of receipt details.
  • Keep expense follow-up close to the moment a receipt is filed.
  • Review the result through your selected run report channel.

Setup

Build it in a few focused steps.

  • 1Connect Box and Brex once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to read each new receipt in the chosen Box folder and create a Brex expense using only details available in the receipt; report missing details for review.
  • 4Pick the Box New File Added to Folder trigger and choose where run reports should go.
  • 5Test with one real receipt and review the created expense and report.

Questions about this workflow

Does this workflow attach the Box receipt to the Brex expense?

The listed Brex action creates an expense, but the available action description does not specify receipt attachment. The prompt can ask Notis to report the Box file reference for follow-up.

What happens if key receipt details are missing?

Ask Notis to report which details are missing and leave the expense for review rather than guessing.

Can I limit this to receipts?

Choose a Box folder used for receipts when selecting the folder monitored by the trigger.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Box to Brex. A trigger fires from one place; an action lands in another.

Box triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Collaboration Details Changed

Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.

TriggerPolling

Create Department

Create a new department.

ActionInstant

Comment Changed

Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

New File Comment Added

Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.

TriggerPolling

Create Location

Create a new location.

ActionInstant

File Metadata Changed

Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

File Shared Link Changed

Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

New File Version Uploaded

Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Box and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

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No card. Works with personal or business Brex.