Check for vendor spend when a Box file is discussed
When someone adds a note to a vendor document, let Notis check Brex transaction descriptions for related spend and surface possible matches.
Trigger
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.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
A question on a vendor document can prompt a spending check, but the person handling it may have to remember to search a separate finance tool.
- Turn a Box comment into a clear financial follow-up.
- Search transaction descriptions for a phrase supplied in your instruction.
- Keep results as possible matches for a person to verify.
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 which vendor phrase or comment context to search for in Brex transaction descriptions, and ask it to report possible matches for review.
- 4Pick the Box New File Comment Added trigger for the vendor file and choose where run reports should go.
- 5Test with one real comment and verify any matches in Brex.
Questions about this workflow
Can Notis infer the vendor name from any comment?
Ask Notis to use a vendor phrase when it is clear in the comment or document context, and report when the search phrase is ambiguous.
Does a match prove the transaction belongs to that vendor?
No. The search is based on description text and results should be treated as possible matches for verification.
Can this search a whole vendor folder?
The listed trigger monitors a specific Box file. Use it on a file where comments are the intended signal.
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.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
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.
Create Department
Create a new department.
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.
Create Expense
Create a new expense.
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.
Create Location
Create a new location.
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.
Create Job Title
Create a new job title.
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.
Create User
Create a new user in the brex account.
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.
Create Vendor Card
Create a new vendor card.
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
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