Connect Zoom to Brex
When something happens in Zoom, Notis takes the next step in Brex. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Zoom to Brex
Review Brex expenses after a Zoom meeting summary
When Zoom creates or updates a meeting summary, retrieve recent Brex expenses so Notis can flag follow-ups and unexplained spend.
Check Brex card transactions when a Zoom recording changes
When a Zoom recording is processed or updated, retrieve card transactions for a date range so Notis can connect spend review to the completed meeting.
Create a Brex transaction snapshot for every new Zoom recording
When a new Zoom cloud recording appears, retrieve Brex transactions for the relevant period and summarize notable spend.
Prepare a Brex card when a Zoom meeting is created
When a new Zoom meeting is created, have Notis prepare a Brex card creation request using the meeting context and your stated policy.
Create a Brex budget when a Zoom webinar is created
When a new Zoom webinar is created, create a Brex budget for the event using the limits and purpose stated in your instruction.
Review Brex expenses after new Zoom webinar participants
When a new webinar participant appears, retrieve Brex expenses so Notis can review outreach and event related spending.
Find Brex transactions in an amount range after new meeting participants
When a new participant is added to a past Zoom meeting report, retrieve Brex transactions within your specified amount range for anomaly review.
Update a Brex budget when Zoom webinar details change
When webinar timing or settings change, update the related Brex budget according to the revised event plan you describe.
Adjust Brex card limits after Zoom meeting changes
When a meeting schedule or scope changes, update the relevant Brex card limits according to the spending rule in your instruction.
Supported Triggers and Actions
Notis builds workflows that link Zoom to Brex. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Create Department
Create a new department.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Create Expense
Create a new expense.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Create Location
Create a new location.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Create Job Title
Create a new job title.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Create User
Create a new user in the brex account.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
Create Vendor Card
Create a new vendor card.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Zoom and Brex
Connect any two apps with Notis in the middle.
Zoom and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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