Look up a Brex transaction by ID
Keep the transaction ID in the task and retrieve the full Brex record when needed.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get Transaction by ID
Get details of a specific transaction by id.
Why this helps
Specific transaction investigations slow down when IDs and finance actions are disconnected.
- Resolve transaction questions faster
- Keep investigation context
- Reduce lookup errors
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the exact transaction lookup.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one transaction ID task.
Questions about this workflow
Where should the transaction ID go?
Include it in the task title or description.
What happens if the ID is invalid?
Notis reports that the transaction could not be found.
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.
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No card. Works with personal or business Brex.