Check card activity for a campaign follow-up
Bring card activity into the follow-up while the details are still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Card Transactions
Retrieve settled transactions from the primary card account.
Why this helps
A charge question can be hard to resolve when the relevant card activity is buried in a separate view.
- Retrieve card transactions for the supplied date range.
- Summarize activity with the campaign follow-up context.
- Make it easier to identify which charge needs a closer look.
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 retrieve card transactions for the date range in the request and summarize possible campaign relevance.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does this action require a specific card?
The listed action retrieves card transactions for a date range. Include any card details needed for the intended review in the instruction, and confirm the action supports them before relying on that filter.
Will it decide that a card purchase was authorized?
No. It retrieves transaction activity for review and does not establish authorization or campaign attribution.
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.