Review Brex transactions during unsubscribe closeout
See the final transaction picture before access changes are completed.
Trigger
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Action
Get Transactions
Get transactions for a date range.
Why this helps
Last minute transactions can be missed when offboarding moves quickly.
- Catch late charges
- Support cleaner handoffs
- Reduce post departure surprises
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Brex in Notis once.
- 2Create an automation named Transaction closeout review.
- 3Tell Notis to retrieve the recent Brex transactions for the confirmed offboarding person and flag anything unresolved.
- 4Pick the Mailchimp Unsubscribe Trigger and choose a report channel.
- 5Test with one confirmed offboarding event.
Questions about this workflow
What period should it review?
Specify a period such as the previous thirty days or the time since the last expense submission.
Can it compare transactions with expenses?
Yes, ask Notis to compare the returned records and list unmatched items.
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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