Turn campaign expense requests into Brex expenses
Capture the expense details at the point a marketing request is made.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Expense
Create an expense.
Why this helps
Expense requests arrive alongside campaign work, then have to be re-entered into the finance system.
- Create a Brex expense from details submitted to the Notis webhook.
- Keep the campaign context with the expense request.
- Avoid retyping request details into Brex.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, tell Notis how to use the submitted request details to create a Brex expense.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
What starts the webhook?
An HTTP request starts the workflow. An external tool or backend must send the request with the campaign and expense details.
Can Notis invent missing expense details?
No. Include required information in the request or your instruction. Notis should report missing details instead of guessing.
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.