See vendors and affiliate partners in one review
Bring Brex vendor names into a recurring partner activity check and review possible overlaps without jumping between lists.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
Lists all vendors.
Why this helps
Vendor records and affiliate partner information can be hard to compare when they are kept in separate systems.
- Review vendor names alongside partner context.
- Surface possible overlaps for a human check.
- Reduce manual list switching.
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: list Brex vendors and compare them with available Adtraction partner information, reporting possible name overlaps without treating them as confirmed matches.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and validate any suggested overlaps.
Questions about this workflow
Does Adtraction partner data come from a trigger?
No native Adtraction trigger events are listed here. This uses a Notis schedule and available connected app information.
Are name similarities definite matches?
No. Similar names are candidates for a human to verify.
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.