Check campaign card activity at the milestone that matters
A key campaign milestone in SureContact can prompt Notis to retrieve recent transactions for the associated Brex card, bringing spend into the next review while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Card Transactions
Get card transactions for a date range.
Why this helps
Card activity often gets reviewed on a generic schedule that misses useful campaign decision points.
- Brings card activity into a meaningful campaign checkpoint.
- Keeps transaction context close to the milestone that prompted review.
- Makes follow-up more timely without relying on memory.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally to set it up.
- 3Write one instruction asking Notis to retrieve the associated Brex card's transactions when a chosen SureContact milestone is reported and summarize them for review.
- 4Select an incoming webhook trigger and choose a channel for run reports.
- 5Forward one real milestone signal and confirm the transaction summary covers the intended card and date range.
Questions about this workflow
Does this need to be a specific milestone?
Yes. Define the milestone in the instruction and forward that signal through an external tool or custom backend.
Does this post or reconcile transactions?
No. It retrieves card transactions and summarizes them for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
Create Location
Create a new location.
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.
SureContact and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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