Keep vendor context visible during campaign work
Notis can periodically list Brex vendors and summarize which ones appear relevant to active SureContact campaign plans, helping you spot context that needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Vendors
List all vendors.
Why this helps
Remembering which vendors support which campaigns takes extra mental effort across finance and marketing tools.
- Puts vendor information into a recurring review.
- Makes campaign and supplier context easier to connect.
- Surfaces possible vendor follow-ups without a manual search.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to schedule the review.
- 3In one instruction, ask Notis to list Brex vendors and summarize likely links to active SureContact campaigns for follow-up.
- 4Choose a weekly or monthly schedule and select a run-report channel.
- 5Review the first summary and refine the campaign context guidance if needed.
Questions about this workflow
Does this create or change vendors?
No. The workflow lists vendors and summarizes potential campaign relevance.
Will every vendor be matched to a campaign?
Not necessarily. Treat the summary as a prompt for review and use the source records to confirm connections.
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.