Review budget transactions with affiliate activity in view
See what has moved through a specified Brex budget while reviewing related affiliate activity in the same scheduled run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Budget Transactions
Why this helps
Budget level spending can be difficult to review alongside partner program activity when the information is separated.
- Review activity tied to a specific budget.
- Bring affiliate activity into the same report.
- Make budget monitoring a repeatable check.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Describe the outcome: retrieve transactions for the specified Brex budget and summarize them alongside available Adtraction activity, flagging possible follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real budget and verify the transaction period.
Questions about this workflow
Does the workflow retrieve transactions for every budget?
The action retrieves transactions for a specific budget. Identify the budget and requested period in your automation instruction.
Will Notis decide which transactions relate to Adtraction?
It can surface possible relationships from available information, but any confirmation remains a human review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Brex. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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