Run a Brex transaction review from Todoist

Start a transaction audit in Todoist and get the relevant Brex records delivered.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

Get Transactions

Get transactions for a date range.

Why this helps

Audits stall when transaction retrieval is a separate manual chore.

Start audits faster
Keep audit scope clear
Reduce manual exports

Setup

Build it in a few focused steps.

1Connect Todoist and Brex in the Notis portal.
2Create an automation describing the audit result.
3Pick the Todoist New Task Created trigger.
4Choose a report channel and test with one audit task.

Questions about this workflow

What must the audit task specify?

Include the date range and the transaction context you want reviewed.

Can the result be grouped?

Yes, ask Notis to group returned transactions by a meaningful available attribute.

When this happens · Trigger

Do this · Action

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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.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

Create Department

Create a new department.

ActionInstant

Create Expense

Create a new expense.

ActionInstant

Create Location

Create a new location.

ActionInstant

Create Job Title

Create a new job title.

ActionInstant

Create User

Create a new user in the brex account.

ActionInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

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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