Retrieve Brex account details from Todoist
Start an account review in Todoist and receive the current Brex details you need.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Account Details
Get details about the current brex account.
Why this helps
Account checks become interruptions when finding basic details requires a separate manual lookup.
- Speed up account checks
- Support planning conversations
- Reduce portal switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the account detail outcome.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one account review task.
Questions about this workflow
Does this change account settings?
No, it retrieves current account details only.
Can Notis summarize the result?
Yes, ask for a concise summary tailored to the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Brex. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.