Pull up the budget behind a campaign review
Get the budget details into the campaign question that needs them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Budget Details
Retrieve details about a budget, including its balance and limits.
Why this helps
Budget follow-up can stall when someone has to locate the right budget and copy its details into the discussion.
- Retrieve details for a specific Brex budget.
- Keep the request context with the returned budget information.
- Make budget questions easier to route and resolve.
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 in the submitted request to retrieve and summarize the budget details.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
What does the webhook request need?
It needs the Brex budget identifier. If that identifier is missing, the workflow should report what is needed.
Can it modify the budget?
No. The listed action retrieves budget details only.
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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