Move Brex expense follow-up into Jira
Send an expense review that needs action to Notis and get a Jira issue ready for someone to pick up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Why this helps
Expense reviews can sit in a separate system while teams wait for someone to turn a finding into assigned work.
- Turn a review finding into trackable work
- Keep relevant expense context with the Jira issue
- Reduce manual re-entry between finance and delivery
Setup
Build it in a few focused steps.
- 1Connect Brex and Jira once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in chat or under Automations, New Automation.
- 3Describe the outcome in one instruction: create a Jira task when a Brex expense review needs follow-up, summarizing the finding and next step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real expense review that needs action.
Questions about this workflow
Does Brex start this workflow automatically?
Brex has no listed trigger events, so a Notis webhook starts the workflow when it receives an HTTP request.
What should I include in the request?
Include the expense review finding and enough context to explain why follow-up is needed. Notis can summarize information that the request provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Jira. A trigger fires from one place; an action lands in another.
Brex triggers
Jira actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Attachment
Uploads and attaches a file to a jira issue.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Comment
Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.
Add Watcher to Issue
Adds a user to an issue's watcher list by account id.
Assign Issue
Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Create Issue
Creates a new jira issue (e.g., bug, task, story) in a specified project.
Link Issues
Links two jira issues using a specified link type with optional comment.
Create Project
Creates a new jira project with required lead, template, and type configuration.
Connect any two apps with Notis in the middle.
Brex and Jira, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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