See your Brex transactions in a regular review
Set a recurring check that retrieves Brex transactions and gives you a focused report, so campaign spend is easier to keep in view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Transaction reviews can slip when they depend on remembering to open Brex and scan activity manually.
- Bring transaction review into a predictable routine.
- Get a concise report in a channel you already check.
- Spot transactions that need context or follow-up sooner.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the recurring review.
- 3Tell Notis to retrieve Brex transactions for the requested period and summarize campaign related activity, noting that campaign classification must be available in the transaction data or supplied by you.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report matches the Brex transactions returned.
Questions about this workflow
Can this identify campaign transactions automatically?
Only when the returned transaction data contains enough information to identify them. If campaign context is not present, supply the classification criteria or treat the report as a general transaction review.
Does this workflow change transactions in Brex?
No. It retrieves transactions for a date range and sends a review through the selected Notis report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Brex. A trigger fires from one place; an action lands in another.
Active campaign triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Active campaign 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.