See company cash account context during campaign planning
Keep a finance snapshot nearby while planning upcoming campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Cash Accounts
Retrieve the company's cash accounts and balances.
Why this helps
Campaign planning can move ahead without a current view of company cash accounts, creating extra back and forth.
- Retrieve Brex company cash account information for a planning report.
- Keep campaign planning and finance context together.
- Reduce the need to open another dashboard during a 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 upcoming campaign plans with current Brex company cash account information.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Does a cash account balance determine whether a campaign should proceed?
No. The report can present account information, but a person should make spending and cash planning decisions using the full financial context.
Can ActiveTrail provide upcoming campaign plans?
The app description covers campaigns and sequences but does not specify a planning calendar. Provide campaign timing if it is not available from ActiveTrail.
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.