Search company transaction descriptions from commission context
Send relevant commission context in a request and get a Brex description search with possible results gathered into a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transactions by Description
Find card transactions by description and date range.
Why this helps
A merchant or commission reference can be hard to trace when finance activity is spread across transaction records.
- Search transaction descriptions from an incoming request.
- Keep possible transaction references in a single report.
- Make follow-up easier when descriptions contain useful clues.
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: use the commission context supplied in the request to search Brex transaction descriptions and report possible results for review.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test using one real request with a useful commission reference.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Adtraction has no listed native trigger events in this package.
What if Brex descriptions do not contain a useful reference?
The search may return no useful candidates. The workflow should report that outcome rather than infer a match.
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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No card. Works with personal or business Brex.