Check campaign role details against Brex job titles
Make role handoffs easier to understand across campaign and finance work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Job Titles
List all job titles in the organization.
Why this helps
Different role labels can make campaign ownership and finance follow-up harder to coordinate.
- Retrieve Brex job titles for comparison with supplied campaign roles.
- Flag labels that may need clarification.
- Keep ownership questions in the campaign request report.
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 compare the supplied campaign role details with Brex job titles and report uncertain matches.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does this workflow update job titles?
No. The selected action lists job titles for comparison.
Can it decide which title a person should have?
No. It can show possible matches, but a person should confirm the correct role.
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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