Focus your deal spend review on high-value transactions
Notis can narrow transaction review to a chosen amount band, then use Salesforce opportunity context to organize likely deal-related items and exceptions.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Large transactions can deserve review, but finding them and relating them to active work takes time.
- Focus a review on transactions in a defined amount band.
- Add relevant CRM context to likely deal-related spend.
- Send exceptions and uncertain matches for human judgment.
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, define the amount range and review period, then ask Notis to compare returned transactions with available opportunity context and label uncertain matches.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and review the amount range and reported matches.
Questions about this workflow
Who chooses the amount range?
Include the desired minimum and maximum in your instruction. The Brex action retrieves transactions filtered by amount range.
Will every transaction match an opportunity?
No. The available descriptions may not identify a deal. Ask Notis to separate confirmed context from possible matches.
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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