Clarify merchant details during expense review
Make unfamiliar merchant names easier to understand while reviewing account-related expense context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Transaction Info
Identifies a merchant from a transaction label and returns its brand information.
Why this helps
Unrecognized merchant labels can slow reviews and trigger avoidable follow-up.
- Retrieve detailed merchant brand information from a transaction label.
- Keep the original label available beside the result.
- Highlight uncertain or incomplete lookups for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Brandfetch once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to look up the merchant from the transaction label and summarize returned details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real expense label.
Questions about this workflow
Does this approve or categorize expenses?
No. It supplies merchant context for a separate review decision.
What if a label matches multiple possibilities?
Ask Notis to preserve the ambiguity and report the candidates or uncertainty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Brandfetch. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
Retrieves brand details such as logos, colors, fonts, and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get GraphQL API Version
Retrieves the current GraphQL API version.
Get Brandfetch Taxonomy
Retrieves the classification taxonomy of industries, countries, and regions.
Get Transaction Info
Identifies a merchant from a transaction label and returns its brand information.
List Subscribable Events
Lists available webhook event types and their descriptions.
Search Brands
Searches for brands by name and returns matching brand information.
List Webhooks
Lists webhook configurations and their statuses.
Connect any two apps with Notis in the middle.
Agile CRM and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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