Find Brex statements requested by a Zendesk ticket
Turn statement requests into a ready review package for finance.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Account Statements
Get account statements.
Why this helps
Statement requests create avoidable delays when someone must search the finance system manually.
- Reduce statement search time
- Clarify available periods
- Make handoffs easier to complete
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once.
- 2Create an automation that reads the requested statement period and retrieves matching Brex account statements.
- 3Select New Zendesk Ticket as the trigger.
- 4Choose a report channel and test with a statement request.
Questions about this workflow
What if the period is unclear?
The report asks for a clear period instead of selecting one without evidence.
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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