Get full transaction details from one email
Paste nothing into Brex. Notis can read the transaction reference in the message and return the details you need.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Get Transaction by ID
Get details of a specific transaction by id.
Why this helps
Transaction IDs arrive in email, but retrieving the record still takes several manual steps.
- Turns references into complete records
- Speeds finance investigations
- Reduces copy and paste work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Brex in Notis once.
- 2Create an automation and describe how to retrieve transaction IDs from incoming messages.
- 3Pick New Outlook Message as the trigger.
- 4Choose where run reports should go.
- 5Test with one real transaction reference.
Questions about this workflow
What if the email has several IDs?
Ask Notis to retrieve each one and group the results by message.
Can it summarize the result?
Yes. Include the fields and decision points you want in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Brex. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Department
Create a new department.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Expense
Create a new expense.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Location
Create a new location.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Job Title
Create a new job title.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Outlook and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Brex.