Summarize Brex expenses for an offboarding unsubscribe
Close expense loose ends before the person disappears from your workflow.
Trigger
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Action
Get Expenses
Get expenses for a date range.
Why this helps
Unsubmitted or unclear expenses often surface after access has already changed.
- Find open expense issues sooner
- Create a focused closeout list
- Reduce finance follow-up
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Brex in Notis once.
- 2Create an automation named Expense closeout review.
- 3Tell Notis to retrieve recent expenses for the confirmed offboarding person and list items needing receipt, review, or reimbursement follow-up.
- 4Pick the Mailchimp Unsubscribe Trigger and choose a report channel.
- 5Test with one confirmed offboarding event.
Questions about this workflow
Can it identify the right person?
It uses matching details returned by the apps and reports uncertainty when identity is unclear.
Does it submit or delete expenses?
No, it produces a closeout summary unless you authorize another action.
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
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