Turn transaction labels into merchant context
Make unfamiliar merchant labels easier to review by retrieving the brand details they resolve to.
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
Unclear transaction labels take extra time to identify when reviewing customer or account context.
- Resolve a transaction label to detailed merchant brand information.
- Keep the original label alongside the returned context for review.
- Surface cases where the match is uncertain or missing.
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 use the incoming transaction label to retrieve merchant brand information and summarize the match.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real transaction label.
Questions about this workflow
Does this categorize transactions?
It retrieves merchant brand information. Any categorization criteria must be supplied separately.
What if the label is ambiguous?
Ask Notis to report the returned match and flag uncertainty for review.
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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