See campaign results alongside recent company transactions
Bring campaign performance and recent spend into one scheduled review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Retrieve settled transactions from the primary account.
Why this helps
Marketing results and transaction history are reviewed in different systems, making it harder to connect outcomes with spend.
- Review campaign results together with Brex transactions for the same period.
- Get a concise report instead of switching between tools.
- Spot transactions that may need a closer look.
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 review campaign results and Brex transactions for a stated date range, then summarize likely related spend.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Can the workflow prove a transaction belongs to a campaign?
Only if the available data provides a reliable match. Otherwise, ask Notis to label potential matches as unconfirmed and identify what information is missing.
What date range should it use?
Specify the period in your instruction or use the recurring schedule's reporting period. The Brex action retrieves transactions for a date 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
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.