Review expenses when a Box agreement changes status
A signed agreement can be a useful moment to check related company spending. Let Notis gather the expense list and put the review in your report channel.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Signing a vendor agreement and checking related spending often happen in separate tools, making the financial follow-up easy to miss.
- Pair agreement status changes with an expense review.
- Get a concise summary in the run report channel you choose.
- Surface expenses for human review without treating a signature as proof of payment.
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 retrieve Brex expenses for a period you specify and summarize them for review when the Box Sign request changes status.
- 4Pick the Box Sign Request Status Changed trigger and choose where run reports should go.
- 5Test with one real sign request status change and review the expense summary.
Questions about this workflow
Does the sign request trigger confirm an agreement was signed?
It detects meaningful status or field changes. In your instruction, ask Notis to check the returned status and only frame the report as signed when the available status supports that conclusion.
Can this find expenses for the vendor in the agreement?
The expense list action accepts a date range. Vendor-specific matching should only be requested if the returned expense data includes the needed vendor information; otherwise the report should say that matching detail is unavailable.
Will the workflow approve or pay expenses?
No. The selected action retrieves expenses for review and does not approve or pay them.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.