Keep campaign purchasing moving after an owner change
A campaign handoff should not leave the next owner waiting to make purchases. Send the approved replacement request to Notis and create a card for the incoming owner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Create a card and assign it to a user.
Why this helps
When campaign responsibility changes, card setup can get lost in the handoff and delay time-sensitive purchases.
- Make campaign handoffs easier to follow through on.
- Create the new owner's card from the approved request details.
- Send the run outcome to a channel the team already checks.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Brex to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Brex card for the incoming owner when an approved campaign ownership change request arrives.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved handoff request containing the new owner's details.
Questions about this workflow
Does this transfer the previous owner's card?
No. This workflow creates a card for the incoming owner. Transferring an existing card is a separate Brex action and should be configured as its own workflow.
Does it detect ownership changes inside AimTell?
No AimTell trigger events are exposed here. Send a Notis webhook when the approved handoff is ready.
What should the request contain?
Include the campaign reference, incoming Brex user, and approved card details needed for creation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Brex. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell 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.