Find campaign related transactions within an amount range
Narrow a broad transaction list to the spending range you need to inspect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transactions by Amount Range
Find settled card transactions by amount and date range.
Why this helps
Finding a campaign related charge among many transactions can take time, especially when you already know its approximate amount.
- Search Brex transactions within a provided amount range.
- Include submitted campaign context in the result summary.
- Focus review on a smaller set of possible charges.
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 use the submitted campaign reference and amount range to retrieve and summarize matching transactions.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does this action find transactions by campaign name?
The listed action filters by amount range. Include any additional search or interpretation instructions, and treat any campaign association as tentative unless Brex data supports it.
What must the webhook request include?
Provide the amount range and enough campaign context for the report. Do not rely on Notis to infer an amount range.
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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