Keep each ActiveTrail campaign's budget visible in Brex
Give every campaign a clear spending envelope before the work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Budget
Create a budget for a department or project.
Why this helps
Campaign plans and spending limits live in separate places, making it easy to lose track of how much marketing spend is approved.
- Create a Brex budget from campaign details you provide or retrieve from ActiveTrail.
- Keep campaign spending easier to review alongside other budgets.
- Reduce manual copying when a campaign is planned.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe the campaign details and planned spend to use when creating a Brex budget.
- 4Pick a recurring schedule, choose where run reports go, and test with one real campaign.
Questions about this workflow
Does ActiveTrail provide a campaign budget?
The available app description does not specify campaign budget fields. Provide the planned spend and any required Brex details in your instruction if they are not available from ActiveTrail.
Will this create a budget every time it runs?
The automation can check for a planned campaign and create a budget when appropriate. State how Notis should avoid creating duplicates, such as by reviewing existing budgets first.
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.