Review the transactions behind a campaign budget
See activity on a specific budget in the context of campaign work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Budget Transactions
Why this helps
A budget total alone may not answer what was charged, so founders need a quick way to inspect its transactions.
- Retrieve transactions for a specific Brex budget.
- Use campaign details from the request to shape the summary.
- Make budget follow-up more concrete.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to use the budget identifier and campaign context in the request to retrieve and summarize budget transactions.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
What information must the request include?
Provide the Brex budget identifier. Include a date range if needed and supported by the action; otherwise ask Notis to report the available transaction scope.
Will it create or change a transaction?
No. The selected action retrieves transactions associated with a specific budget.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Brex. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.