Spot possible duplicate Brex transactions
Check new transaction details against the Airtable log before they become another cleanup task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Possible duplicate charges are easy to miss when someone has to compare transaction lists by hand.
- Search an existing transaction log when new data arrives.
- Bring likely matches to attention for a person to verify.
- Avoid treating a possible match as a confirmed duplicate.
Setup
Build it in a few focused steps.
- 1Connect Brex and Airtable once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search the Airtable transaction log for records matching the incoming Brex transaction details and report likely matches.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transaction, including a known match if available.
Questions about this workflow
Will this delete duplicate records?
No. It searches Airtable and reports likely matches for review; it does not delete records.
What makes two transactions a match?
Describe the comparison you want in the instruction, such as matching merchant, amount, and date. Notis can only compare details available in the incoming data and Airtable records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Airtable. A trigger fires from one place; an action lands in another.
Brex triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Brex and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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