Search Brex transactions by description
Send the vendor or purchase description in WhatsApp and let Notis find relevant Brex transactions.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
A vague purchase question can take several searches to resolve when the transaction list is elsewhere.
- Search transaction descriptions using details in an inbound WhatsApp message.
- Make vendor-related spend checks easier to answer.
- Keep the lookup tied to the original request.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to search Brex transaction descriptions using the vendor or purchase details in each message.
- 4Pick New Message Received as the trigger and choose where run reports should go.
- 5Test with one real message containing a vendor or purchase description.
Questions about this workflow
What details help the search?
A vendor name or recognizable purchase description gives Notis text to search for in Brex transactions.
Will it find every similar purchase?
It searches using the supplied description. Review the returned results to confirm they match the intended purchase.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Brex. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
Create Department
Create a new department.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Create Expense
Create a new expense.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Create Location
Create a new location.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp 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.