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Notis

Fetch Brex transaction details from an incoming request

Send a transaction ID to Notis and get the Brex details in a run report for review.

Trigger

Webhook received

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

Action

Get Transaction by ID

Get details of a specific transaction by id.

Why this helps

When a transaction question arrives through another process, finding its record manually adds delay and breaks focus.

  • Start a targeted lookup from an existing HTTP request.
  • Avoid searching a full transaction list for one record.
  • Route the result to a report channel for follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Brex once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the transaction lookup.
  • 3Tell Notis to retrieve the Brex transaction details for the transaction ID supplied by the incoming request.
  • 4Pick a webhook trigger and choose where run reports should go.
  • 5Test by sending one real transaction ID and review the returned details.

Questions about this workflow

Where does the transaction ID come from?

The calling process must supply it in the webhook request. This workflow does not discover an ID on its own.

Does the webhook change the transaction?

No. The Brex action retrieves transaction details only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Drive 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

Comment Added (Docs/Sheets/Slides)

Triggers when a new comment is added to Google Docs, Sheets, or Slides.

TriggerPolling

Create Department

Create a new department.

ActionInstant

File Created

Triggers when a new file is created in Google Drive.

TriggerPolling

Create Expense

Create a new expense.

ActionInstant

File Deleted or Trashed

Triggers when a file is moved to trash or permanently deleted in Drive.

TriggerPolling

Create Location

Create a new location.

ActionInstant

File Shared (Permissions Added)

Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.

TriggerPolling

Create Job Title

Create a new job title.

ActionInstant

File Updated

Triggers when a file's metadata or content changes in Google Drive.

TriggerPolling

Create User

Create a new user in the brex account.

ActionInstant

Google Drive Changes

Triggers when changes are detected in a Google Drive.

TriggerPolling

Create Vendor Card

Create a new vendor card.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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