Search Brex transactions by the amount in a ticket
Give finance a short list of Brex charges that fit the amount being discussed.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Manually checking many transactions slows replies to billing and reimbursement questions.
- Narrow large transaction lists immediately
- Speed up billing investigations
- Return evidence for a clear next step
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once in Notis.
- 2Create an automation that reads the ticket amount or range and searches Brex transactions by amount.
- 3Choose New Zendesk Ticket as the trigger.
- 4Select a report channel and test with a ticket containing a known amount.
Questions about this workflow
Can it invent an amount range?
No. If the ticket does not provide usable amounts, the report identifies the missing input.
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
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No card. Works with personal or business Brex.