Find Brex vendor charges from Zendesk tickets
Turn a charge question in Zendesk into a focused Brex transaction search.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
Get Transactions by Description
Get transactions filtered by description text.
Why this helps
Support and finance questions get stuck while someone manually searches two systems.
- Reduce context switching between support and finance
- Surface likely matching transactions quickly
- Create a consistent investigation summary
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Brex once in the Notis portal.
- 2Create an automation and describe that ticket details should drive a Brex transaction description search.
- 3Pick New Zendesk Ticket as the trigger.
- 4Choose a report channel, then test with one real charge question.
Questions about this workflow
What information does the ticket need?
Include a vendor name, charge description, or other search text. If it is missing, the report will say so.
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.