Review a Brex budget from a Zendesk ticket
Give budget questions a transaction level answer without a manual system switch.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Budget Transactions
Get transactions for a specific budget.
Why this helps
Budget investigations slow down when ticket details and spend records are reviewed separately.
- Connect ticket context to budget activity
- Reduce manual transaction filtering
- Make budget follow up concrete
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex in Notis.
- 2Create an automation that identifies the referenced budget and retrieves its Brex transactions.
- 3Pick New Zendesk Ticket as the trigger.
- 4Select a report channel and test with a budget question.
Questions about this workflow
Can it change the budget?
No. This workflow reviews budget transactions and reports findings.
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.