Resolve Brex transaction context with Salesforce tasks
Put transactions with unclear account context into a queue your team can work through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Unmatched transactions can remain unresolved when there is no obvious place to assign the next step.
- Make unresolved transaction context visible.
- Give a reviewer the merchant, amount, and available reference details.
- Avoid attaching a transaction to an uncertain CRM record.
Setup
Build it in a few focused steps.
- 1Connect Brex and Salesforce once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Ask Notis in one instruction to create a Salesforce task for transaction signals with missing or uncertain account context.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real unmatched transaction example.
Questions about this workflow
Does this reconcile transactions automatically?
No. It creates a task for a person to review transactions whose account context is missing or uncertain.
What transaction information can appear in the task?
Specify the details you want, such as merchant, amount, date, or memo, when those values are present in Brex data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Salesforce. A trigger fires from one place; an action lands in another.
Brex triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Brex and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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