Turn expense-related Salesforce follow-up into a Brex entry
When a sales or operations task is completed, Notis can create a Brex expense from its details if your instruction identifies qualifying tasks and the needed expense information is present.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Create Expense
Create a new expense.
Why this helps
Expense details captured during follow-up can be left in Salesforce instead of recorded in Brex.
- Reduce repeated expense entry across systems.
- Use task context to identify qualifying expense records.
- Report tasks that need more information before an expense can be created.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Describe in one instruction which completed tasks represent expenses, how to use their details, and what to do when required expense information is missing.
- 4Pick Task Created or Completed as the trigger and choose where run reports should go.
- 5Test with one real completed expense-related task and review the Brex expense.
Questions about this workflow
Can this use a specific task subject or status?
The Salesforce trigger supports optional filtering by task status or subject. Pick the appropriate trigger settings when available and describe the qualifying task in your instruction.
Will it create an expense if the task lacks an amount?
Only create an expense when the information Brex requires is available. Instruct Notis to report missing details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brex. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create Department
Create a new department.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Create Expense
Create a new expense.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Create Location
Create a new location.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Job Title
Create a new job title.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create User
Create a new user in the brex account.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Salesforce and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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