Bring company location context into partner reviews
See Brex locations beside affiliate activity when operational questions call for company context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Locations
List all locations in the organization.
Why this helps
Looking up organization details in another system can interrupt partner reviews and make follow-up harder.
- Make location context available in a recurring review.
- Keep affiliate and organization checks together.
- Flag missing context for a person to resolve.
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 check.
- 3Describe the outcome: list Brex locations and summarize them alongside Adtraction activity, noting any location relationship that needs confirmation.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and validate the location summary.
Questions about this workflow
Does this assign an affiliate transaction to a location?
No. It retrieves locations; any relationship must be available in the data or confirmed by a person.
Can this run without a new Adtraction event?
Yes. A Notis recurring schedule can start the workflow.
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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