Keep transaction investigations moving
Have Notis check Brex on a schedule and collect the transactions that need a closer look into Jira.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Bulk Create Issues
Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.
Why this helps
Transactions that need investigation can be overlooked when reviews depend on someone remembering to check them.
- Create a regular review rhythm
- Group distinct investigation items in Jira
- Reduce the chance that a transaction needing attention is missed
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: review available Brex transactions and create Jira issues for distinct items that need investigation, including the reason and relevant context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real transaction that warrants investigation.
Questions about this workflow
Can this find suspicious transactions automatically?
Notis can review transaction data returned by Brex and apply criteria you provide. Any risk rule or baseline you rely on must be supplied by you.
Why use bulk issue creation?
The Jira bulk create action can create multiple issues in one call, which suits a scheduled review with several separate findings.
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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