Search Brex transactions from a ClickUp comment
Ask in the project thread and get the matching Brex spend context.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Transaction questions split attention between ClickUp discussions and finance tools.
- Keep questions in context
- Speed up transaction lookup
- Reduce finance tool switching
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Comment to transaction search.
- 3Tell Notis to search Brex transactions by the description and criteria in each new ClickUp comment.
- 4Pick ClickUp Task Comment Posted as the trigger.
- 5Choose a report channel and test with one transaction question.
Questions about this workflow
Can it search by amount too?
Yes, combine this workflow with amount details included in the comment and ask Notis to narrow the search.
Where does the result appear?
Notis sends the run report to the channel you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Brex. A trigger fires from one place; an action lands in another.
Clickup triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Folder Created
Triggers when a new Folder is created.
Create Department
Create a new department.
Folder Deleted
Triggers when a Folder is deleted.
Create Expense
Create a new expense.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Location
Create a new location.
List Created
Triggers when a new List is created.
Create Job Title
Create a new job title.
List Deleted
Triggers when a List is deleted.
Create User
Create a new user in the brex account.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Clickup and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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