Get card context as soon as an incident is reported
When an internal incident form or system sends a webhook to Notis, it can look up the relevant Brex card and prepare the key details for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Card Details
Get detailed information about a specific card.
Why this helps
During an incident, finding the right card details can add unnecessary searching and delay.
- Start a card lookup directly from an incident intake.
- Gather relevant card context in one run report.
- Flag incomplete identifiers so the wrong card is not reviewed.
Setup
Build it in a few focused steps.
- 1Connect 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 use the card identifier supplied by the incoming request to retrieve and summarize that card's details, reporting if the identifier is missing or ambiguous.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test by sending one real example request and confirm the returned card is the intended one.
Questions about this workflow
What starts the workflow?
An HTTP request to the Notis webhook starts it. The request needs to include the card identifier your instruction expects.
Does this change the card?
No. It retrieves and summarizes card 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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No card. Works with personal or business Brex.