Search Brex by description from a Confluence comment
Investigate a charge without leaving the documentation under review.
Trigger
New Inline Comment Added to Page
Triggers when a new inline comment is added to a Confluence page.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
People waste time switching tools to identify transactions mentioned in review comments.
- Resolve charge questions faster
- Preserve audit context
- Reduce manual transaction searches
Setup
Build it in a few focused steps.
- 1Connect Confluence and Brex once in Notis.
- 2Create an automation that searches Brex by the transaction description in each inline comment.
- 3Pick New Inline Comment Added to Page as the trigger.
- 4Choose a report channel and test with one real charge question.
Questions about this workflow
What if the description is too broad?
Ask Notis to return the closest matches and summarize the differences.
Can it search a specific period?
Yes. Include the period in the automation instruction or comment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Brex. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
Create Department
Create a new department.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
Create Expense
Create a new expense.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
Create Location
Create a new location.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
Create Job Title
Create a new job title.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Create User
Create a new user in the brex account.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Confluence and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.