Skip to content
Notis

Search Brex transactions from Discord

Give your team quick spend answers without opening finance tools or losing the conversation.

Trigger

New Discord Message Trigger

Polls a specific Discord channel for new messages.

Action

Get Transactions by Description

Get transactions filtered by description text.

Why this helps

Simple vendor spend questions create unnecessary context switching for founders and finance leads.

  • Answer spend questions in the channel where they arise
  • Reduce repeated finance lookups
  • Create a searchable conversation trail

Setup

Build it in a few focused steps.

  • 1Connect Discord and Brex once in the Notis portal.
  • 2Create an automation instructing Notis to search Brex transactions by description for vendor questions.
  • 3Pick New Discord Message as the trigger.
  • 4Select a report channel and test with a real vendor name.

Questions about this workflow

What does the search use?

It uses the description text available in Brex transactions and reports matching results.

Can Notis summarize the matches?

Yes. Instruct it to summarize totals, dates, and notable transactions from the returned results.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Discord to Brex. A trigger fires from one place; an action lands in another.

Discord triggers

Brex actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Create Department

Create a new department.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

Create Location

Create a new location.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

Discord and Brex, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.