Look up a Brex profile from an interactive reply
Turn a WhatsApp selection into a Brex user profile lookup for easier follow-up.
Trigger
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Action
Get User Profile
Get user profile information for current or specified user.
Why this helps
A selected name can still require a separate search before a founder can check the person's Brex profile.
- Use an interactive reply to identify the requested person.
- Retrieve Brex user profile information for follow-up.
- Avoid manually repeating the search after someone makes a selection.
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 use the selected person's identifying details to retrieve the Brex user profile.
- 4Pick Interactive Reply Received as the trigger and choose where run reports should go.
- 5Test with one real interactive reply that identifies a person.
Questions about this workflow
What does this trigger receive?
It starts when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Does the reply have to identify a person?
Yes. The reply needs enough identifying information to find the intended Brex user profile.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.