Review vendor spend alongside customer account context
When vendor charges may relate to customer work, Notis can search transaction descriptions and add Salesforce account context to help you review them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Vendor charges and customer activity are difficult to connect during a manual spend check.
- Focus review on transactions that mention a specified vendor.
- Bring relevant account context into one report.
- Separate clear relationships from possible associations.
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 the vendor text to search, the date range, and how to compare results with Salesforce account context while labeling uncertain links.
- 4Pick a recurring schedule as the trigger and choose where run reports should go.
- 5Test with one real run and review the vendor matches and account associations.
Questions about this workflow
How does the workflow find vendor transactions?
It uses Brex Get Transactions by Description. Specify the text to search and review period in your instruction.
Can vendor charges be tied conclusively to an account?
Only when transaction and account details support a clear connection. Tell Notis to report possible associations separately.
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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