Review recent expenses with campaign context in hand
See recent expenses and campaign activity in one short review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Expenses
Why this helps
Routine expense reviews get delayed when campaign details and expense records have to be gathered separately.
- Retrieve Brex expenses for a selected date range.
- Add relevant campaign context to the review.
- Highlight items that need a person to verify or follow up.
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 what period to review and how to summarize Brex expenses with related campaign context.
- 4Pick a recurring schedule, choose where run reports go, and test with one real example.
Questions about this workflow
Does ActiveTrail contain Brex expense data?
No such data is specified. Notis retrieves expenses from Brex and can use ActiveTrail campaign information as context.
Will every expense be attributed to a campaign?
Only when the available details support a match. Ask Notis to flag uncertain matches 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
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.