Look up a transaction ID from WhatsApp
Resolve a transaction reference while the context is still visible in chat.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get Transaction by ID
Get details of a specific transaction by id.
Why this helps
Transaction IDs copied into chat are easy to lose before anyone checks them.
- Reduces lost references
- Returns precise transaction details
- Improves response speed
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Brex in Notis once.
- 2Create an automation for transaction ID checks.
- 3Tell Notis to extract any transaction ID from each new message and retrieve its Brex details.
- 4Select New WhatsApp Message Received as the trigger.
- 5Choose a report channel and test with one real transaction ID.
Questions about this workflow
What if no ID is present?
Notis reports that the message lacks a usable transaction ID.
Can the result be shared back to WhatsApp?
Reports go to the channel selected during setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Brex. A trigger fires from one place; an action lands in another.
Timelinesai 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.
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai 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.