Resolve specific expense questions with the Brex record
Bring the expense details into the campaign question that needs an answer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Expense Details
Why this helps
A specific expense question can turn into a long search when the record ID and campaign context are in different places.
- Retrieve a specific expense by its supplied identifier.
- Summarize the record with the original question for easier follow-up.
- Avoid searching through unrelated expense history.
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 expense ID in the request to retrieve the Brex details and summarize them against the question.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can the workflow search for an expense if the ID is unknown?
This action retrieves details for a specific expense. Supply its ID or ask Notis to report that the lookup cannot proceed.
Does the workflow approve or pay the expense?
No. The action retrieves expense details for review.
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.