Get a recurring Brex spend snapshot in WhatsApp
Put a lightweight spend review where you will see it, with a scheduled summary delivered through an approved WhatsApp template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Spend information is easy to postpone reviewing when it lives in another app and there is no regular prompt.
- Create a reliable review prompt on a recurring schedule.
- Bring available spend insights into a familiar conversation.
- Use a template for messages sent outside the 24-hour window.
Setup
Build it in a few focused steps.
- 1Connect Brex and WhatsApp once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to review the Brex spend information available to it and send a concise summary using an approved WhatsApp template.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real example and confirm an approved template is available.
Questions about this workflow
What Brex data is included in the summary?
Notis can analyze Brex data available to it through the connected app. The summary should not assume fields or historical baselines that are unavailable.
Why use a template message?
WhatsApp templates are required for marketing or utility messages and messages sent outside the 24-hour conversation window. The template must be approved before use.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Whatsapp. A trigger fires from one place; an action lands in another.
Brex triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Brex and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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