Bring vendor context into a campaign follow-up
Check the vendor list while resolving a campaign related finance question.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor details and campaign discussions live in separate systems, adding another lookup before a decision can move forward.
- Retrieve Brex vendor information for a follow-up request.
- Keep campaign context with the vendor review.
- Make supplier questions easier to route.
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 vendor context in the request to retrieve relevant Brex vendor records and summarize them.
- 4Pick the webhook trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can the workflow create or update vendors?
No. The selected action lists vendors. It can prepare information for a human follow-up.
What if the vendor cannot be identified?
Ask Notis to report the missing or ambiguous vendor details instead of selecting a guess.
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.