Review card ownership alongside campaign activity
Keep the company card list close to campaign planning and spend conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Cards
List all cards associated with the account.
Why this helps
It can take extra steps to check which company cards exist when planning who will handle campaign purchases.
- Retrieve the current Brex card list for a scheduled review.
- Pair card inventory with campaign context where useful.
- Surface ownership questions for a person to 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 summarize the Brex card list with relevant campaign activity and flag unclear ownership questions.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Does the card list include card numbers?
The listed action is List Cards. Use it for card inventory; a separate sensitive card number action is not needed for this review.
Will it assign a card to a campaign owner?
No. The workflow can report card information and ownership questions, but the listed actions do not assign cards to campaigns.
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.