Find transactions worth checking against commission amounts
See a focused list of Brex transactions by amount and compare it with commission activity available from Adtraction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions by Amount Range
Find settled card transactions by amount and date range.
Why this helps
Searching finance records manually for values related to affiliate commissions takes attention away from other work.
- Focus review on transaction amounts.
- Surface possible connections for confirmation.
- Reduce repeated dashboard searches.
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: review recent commission activity and use relevant amounts to find Brex transactions that may warrant follow-up; flag uncertain results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the returned candidates.
Questions about this workflow
Can Notis know which amounts should match?
It can compare available information, but any matching rule or tolerance not provided by the apps must be specified by you.
Will it change or categorize transactions?
This workflow retrieves transaction candidates for review. It does not claim to change Brex transaction records.
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.