Get a Brex account statement from Todoist
Request a statement in Todoist and keep the finance follow-up attached to the original task.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Account Statements
Get account statements.
Why this helps
Statement requests get delayed when the period and retrieval step are handled separately.
- Speed up accounting requests
- Keep periods explicit
- Reduce repeated finance follow-ups
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the statement retrieval outcome.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one statement task.
Questions about this workflow
What should the task specify?
Include the statement period and any accounting context needed for the request.
Can it retrieve multiple periods?
Ask Notis to retrieve each clearly listed period.
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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