Check campaign owners against the Brex user list
Keep contact and finance ownership details aligned during campaign reviews.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
List all users in the account.
Why this helps
A campaign point of contact may not be easy to reconcile with the people visible in the finance system.
- Retrieve Brex users for comparison with provided campaign contacts.
- Surface possible identity or ownership mismatches for review.
- Keep campaign and finance handoffs easier to follow.
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 which campaign contact details to compare with Brex users and how to flag uncertain matches.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can the workflow add a missing user?
No. This workflow lists users for comparison. The listed create user action is separate and is not used here.
What if ActiveTrail does not provide campaign owners?
Provide the owner details in your instruction or report that the comparison cannot be made with available data.
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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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.