Transfer a card after ownership changes
Keep card ownership aligned with the person accountable for the work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Ownership changes are easy to record in risk systems but forget to update in finance.
- Align access with current ownership
- Reduce orphaned cards
- Close handoff gaps quickly
Setup
Build it in a few focused steps.
- 1Connect 21risk and Brex in Notis once.
- 2Create an automation named risk card owner transfer.
- 3Tell Notis to transfer the specified Brex card to the new owner in an approved 21risk request.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real ownership change.
Questions about this workflow
Can it transfer to any user?
The destination user must be identified in the request and exist in Brex.
Does it change card limits?
No. This workflow transfers ownership only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Brex. A trigger fires from one place; an action lands in another.
21risk 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.
21risk 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.