Snapshot Brex card transactions for every campaign
Get a focused transaction snapshot while the campaign context is fresh.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Transaction review gets postponed when campaign details are still top of mind.
- Review launch charges immediately
- Spot duplicate or unexpected transactions
- Keep campaign context attached to spend
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Brex in Notis once.
- 2Create an automation named Campaign card snapshot.
- 3Tell Notis to retrieve Brex card transactions for the campaign window and summarize relevant charges.
- 4Pick the Mailchimp Campaign Trigger and choose a report channel.
- 5Test with one real campaign event.
Questions about this workflow
What date range is used?
Tell Notis the campaign window you want, such as the previous seven days through launch day.
Can it flag duplicates?
Yes, ask Notis to identify duplicate-looking descriptions or amounts in the returned transactions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Brex. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a new budget for departments or projects.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card
Create a new card and assign it to a user.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Department
Create a new department.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Expense
Create a new expense.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Location
Create a new location.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Mailchimp and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
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No card. Works with personal or business Brex.