Bring transaction facts into the investigation quickly
When someone flags a transaction, a webhook can start a Notis lookup by transaction ID and return the available context to your chosen report channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transaction by ID
Get details of a specific transaction by id.
Why this helps
A flagged transaction can take too long to investigate when the identifier and details are in different tools.
- Look up a flagged transaction from its identifier.
- Reduce manual searching during transaction review.
- Keep the investigation summary with the run report.
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.
- 3Describe in one instruction how to use the transaction ID in the incoming request to retrieve and summarize the transaction, including how to report a missing or invalid ID.
- 4Pick a webhook as the trigger and choose where run reports should go.
- 5Test with one real transaction ID and confirm the retrieved details.
Questions about this workflow
What must the webhook request contain?
It needs to include the transaction ID your instruction tells Notis to use. A missing ID should be reported for follow-up.
Can it search transactions by description instead?
This workflow uses Get Transaction by ID. For description searches, choose the separate Brex action for transactions by description and define the search text in the 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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