Start an expense review when a template status changes
Pair a real WhatsApp template status event with a Brex expense review for a period you specify.
Trigger
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.
Action
Get Expenses
Get expenses for a date range.
Why this helps
Operational review tasks can be forgotten when a template status update arrives amid other work.
- Use a real template review status event to kick off a Brex expense lookup.
- Keep a specified expense review period tied to the event.
- Reduce the chance of missing a follow-up review.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis which expense date range to retrieve when the template status changes.
- 4Pick Message Template Status Update as the trigger and choose where run reports should go.
- 5Test with one real template status event and review the expense results.
Questions about this workflow
Does the trigger receive a WhatsApp customer message?
No. It starts when the review status of a WhatsApp message template changes.
Where does the expense date range come from?
Include the range in your instruction or supply the period as part of the automation context. The template status event does not provide expense history.
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.