See deal related spend without a manual cross-check
Notis can periodically gather Brex transactions and compare them with active opportunity context, summarizing likely deal-related spend for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Deal costs can be spread across transactions and CRM records, making a quick review hard to assemble.
- Bring current transaction details into a recurring deal review.
- Spot spend that may need follow-up against active opportunities.
- Get a short report without manually switching between apps.
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.
- 3In one instruction, ask Notis to retrieve a defined date range of Brex transactions, compare them with available opportunity context, and summarize likely matches and uncertainty.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and review the date range, matches, and report.
Questions about this workflow
Can it prove a transaction belongs to an opportunity?
Only if the available transaction and opportunity details support a reliable match. Tell Notis to label uncertain associations as possible matches.
Where does transaction data come from?
The Brex Get Transactions action retrieves transactions for a date range. Specify the review period and any comparison approach in your instruction.
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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No card. Works with personal or business Brex.