Bring Brex account context into Zendesk handling
Start account level investigations with the facts already available in Brex.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Account Details
Get details about the current brex account.
Why this helps
Support teams often escalate account questions without enough current context.
- Improve escalation quality
- Reduce repeated account lookups
- Keep context tied to the ticket
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex in the Notis portal.
- 2Create an automation instructing Notis to retrieve Brex account details relevant to the ticket.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose the report destination and test with an account question.
Questions about this workflow
Will it expose unrelated account data?
The report should focus on details relevant to the ticket request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Brex. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
Create Department
Create a new department.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.