Get the expense details you need from one request
When a teammate asks for a specific expense review, the request can start a Notis lookup and bring the available details to the right place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expense Details
Get details of a specific expense.
Why this helps
Expense review requests often trigger a chain of searching for the exact record and its context.
- Start a targeted lookup from an incoming request.
- Bring expense details into the report channel promptly.
- Identify requests that lack a usable expense identifier.
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 expense identifier in the incoming request to retrieve and summarize details, and report when the identifier is missing.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real expense identifier and check the summary.
Questions about this workflow
What needs to be sent to the webhook?
Include the specific expense identifier that Notis should look up. The workflow should report if the request does not supply one.
Does this retrieve a date range of expenses?
No. It retrieves details for a specific expense. Use the Brex Get Expenses action for date-range reviews.
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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