Find campaign spend without searching transactions by hand
A monthly Notis run can retrieve Brex transactions and look for descriptions that match active or recently completed SureContact campaigns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Transactions
Get transactions for a date range.
Why this helps
Manually scanning a month's transactions takes focus away from reviewing what the campaign spend means.
- Surfaces likely campaign-related transactions in a monthly check.
- Pairs transaction descriptions with current campaign context.
- Makes review easier to restart after a busy month.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to schedule the transaction scan.
- 3Give Notis one instruction to retrieve the previous month's Brex transactions and surface likely matches to SureContact campaigns for review.
- 4Select a monthly schedule and a channel for the run summary.
- 5Review the first scan and clarify campaign naming guidance if needed.
Questions about this workflow
Does this classify every transaction perfectly?
No. Treat likely matches as a review aid and check the source details in Brex.
Can I run it more often?
Yes. Choose a recurring schedule that fits your review rhythm.
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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No card. Works with personal or business Brex.