Find campaign charges by the transaction description
Search the words you have instead of scanning every transaction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
The transaction list may contain a charge with a merchant or memo that is difficult to connect back to a campaign request.
- Search Brex transaction descriptions using supplied text.
- Keep the campaign review request attached to the results.
- Make follow-up easier when a charge needs verification.
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 search Brex by the description text in the submitted request and summarize possible matches.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can it search for a campaign name that is absent from the transaction description?
The listed action filters by description text. If the campaign name is not present, use a known merchant or description phrase, or provide a different search approach.
Does a matching description confirm the expense is campaign related?
No. A description match is a lead for review, not proof of 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
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.