Capture purchase confirmations in your expense workflow
Have Notis turn a SureContact purchase confirmation into a Brex expense record, using the transaction context supplied with the signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Create a new expense.
Why this helps
Purchase details can sit in a CRM while expense records are postponed until the next admin session.
- Captures purchase context close to the confirmation.
- Reduces later reconstruction of what a purchase was for.
- Creates a Brex record ready for finance review.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once using the portal.
- 2Create an automation in the portal or ask Notis conversationally to set one up.
- 3Write a single instruction to create a Brex expense when a purchase confirmation arrives, using the confirmation details and preserving its business context.
- 4Choose an incoming webhook trigger and the channel for run reports.
- 5Forward one real purchase confirmation and review the new expense in Brex.
Questions about this workflow
Does this approve or pay the expense?
No. The action creates an expense record. Any subsequent review or payment follows your Brex process.
How does the confirmation reach Notis?
An external tool or custom backend must send the SureContact purchase confirmation to the Notis webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
SureContact 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.