Find the right Brex profile for a finance follow-up
Pass a known user identifier with the follow-up context and bring the relevant Brex profile information into a run report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get User Profile
Retrieve a user profile.
Why this helps
Finding the right person to ask about a finance item can add another search and delay resolution.
- Retrieve a profile by a known user identifier.
- Keep follow-up context with the lookup.
- Make it easier to route a question to the right person.
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 the Brex profile for the user identified in the request and include the supplied affiliate follow-up context in the report.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real user identifier and check the report.
Questions about this workflow
Can it find a person from an Adtraction partner name?
The Brex action retrieves a profile for a current or specified user. Provide an appropriate Brex user identifier or specify how it is available.
Does this message the user?
No. It retrieves profile information and reports it.
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.