Get the details behind a campaign related transaction
Bring the transaction record into the request that prompted the review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transaction by ID
Retrieve details about a specific card transaction.
Why this helps
A campaign follow-up may mention a charge, but opening another system to inspect it adds friction and delays resolution.
- Retrieve a specific Brex transaction by its supplied ID.
- Keep the original campaign request alongside the lookup summary.
- Make transaction follow-up easier to hand off.
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 transaction ID in each submitted request to retrieve and summarize the Brex record.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Does the request need a transaction ID?
Yes. This Brex action looks up a transaction by ID. If the request does not include one, ask for the missing ID rather than guessing.
Can this action create or edit a transaction?
No. The listed action retrieves transaction details.
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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No card. Works with personal or business Brex.