Bring cash account context into a finance request
When a request needs company cash account context, gather it from Brex and keep the original affiliate question attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Company Cash Accounts
Retrieve the company's cash accounts and balances.
Why this helps
Answering a finance question can stall while switching between partner activity and cash account views.
- Retrieve company cash account information on demand.
- Keep the incoming question with the report.
- Reduce context switching during finance follow-up.
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 it.
- 3Describe the outcome: retrieve Brex company cash accounts and summarize relevant details alongside the affiliate context supplied in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the returned account information.
Questions about this workflow
Does this initiate a transfer or payment?
No. It retrieves company cash account information only.
What starts the workflow?
An HTTP request to the Notis webhook starts it; Adtraction has no listed trigger events in this package.
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
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.