Answer transaction questions with Brex context at hand
Give a WhatsApp conversation a clear, contextual reply based on Brex transaction information supplied to Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send reply
Send a reply to a specific message in a whatsapp conversation. this creates a contextual reply that shows which message you're responding to. note: the reply will be delivered to the recipient only if they have texted first.
Why this helps
Finding the transaction details and then switching back to the right conversation adds friction to a quick answer.
- Keep the answer tied to the message being discussed.
- Use transaction details supplied in the webhook request.
- Avoid retyping basic context across apps.
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 reply to the specified WhatsApp message using the transaction context included in the webhook request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real conversation and transaction example.
Questions about this workflow
Will Notis look up the Brex transaction automatically?
Brex has no trigger events in this workflow package. Include the transaction context in the webhook request or in your instruction.
Can this reply be sent to any WhatsApp conversation?
The recipient must have initiated the conversation for reply delivery. The webhook request should identify the message and conversation to reply to.
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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