Review Brex card transactions from a Todoist task
Ask for a spending review in Todoist and receive the relevant Brex transaction set.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Transaction reviews are easy to postpone when finding the right date range takes work.
- Make reviews easier to start
- Use consistent date ranges
- Reduce finance context switching
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the transaction review outcome.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one review task.
Questions about this workflow
How is the date range provided?
State the date range in the task or define a rule in the automation instruction.
Can Notis summarize the results?
Yes, it can summarize the returned transactions when the task requests a summary.
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
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No card. Works with personal or business Brex.