Get Brex budget details while handling a ticket
Give budget questions a current answer with less internal chasing.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Budget Details
Get detailed information about a specific budget.
Why this helps
Teams lose time locating the right budget record before they can decide what to do.
- Find the right budget faster
- Reduce repeated lookups
- Make the next action obvious
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once.
- 2Create an automation that uses the ticket's budget reference to retrieve Brex budget details.
- 3Choose New Zendesk Ticket as the trigger.
- 4Select the report channel and test with a budget request.
Questions about this workflow
What if multiple budgets match?
The report lists the possible matches and requests clarification before proceeding.
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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