Create Brex expenses from an ActiveMerge receipt batch
Let a scheduled Notis run turn the receipt details you provide from an ActiveMerge batch into Brex expenses to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Expense
Create an expense.
Why this helps
A pile of processed receipts at month end can become a time-consuming round of opening files and entering expenses.
- Work through a receipt batch in one scheduled run.
- Reduce repeated switching between receipt documents and Brex.
- Review created expenses after each run.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Brex once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3In one instruction, ask Notis to create Brex expenses from the receipt details available from your ActiveMerge batch and report missing details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Run it with one real batch example and review the expenses in Brex.
Questions about this workflow
Does the schedule fetch files from ActiveMerge?
No ActiveMerge trigger or file retrieval event is listed. Supply the batch details to the workflow through the supported input available in your setup.
Can I use this only at month end?
Yes. Choose a recurring schedule that fits your month-end process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Brex. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge 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.