Keep account context close to campaign reporting
Bring the account details you need into the same campaign review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account Details
Why this helps
Internal campaign reports can require a second lookup to confirm which company account context applies.
- Retrieve Brex account details for the campaign report.
- Keep the account context alongside campaign results.
- Reduce an extra lookup during internal review.
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 summarize campaign results with the relevant Brex account details.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Will this expose sensitive financial details in every report?
Specify the account details needed for the report and choose an appropriate report channel. The action retrieves account details, so keep the report scoped to the intended audience.
Does it retrieve company legal details?
The selected action gets details about the current Brex account. The separate company details action is not used in this workflow.
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
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.