Keep Brex budgets aligned with changing work
When scope changes in Asana, carry a clear budget change into Brex without losing the decision in a task update.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Budget
Update budget details.
Why this helps
Scope and spending plans drift when project changes are recorded but finance updates are left for later.
- Bring explicit project budget changes to the finance system.
- Keep the source task available for context.
- Flag changes that lack a budget reference or revised amount.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for budget change review.
- 3Tell Notis to update a Brex budget only when the task clearly specifies the target budget and revised details; flag missing or conflicting information.
- 4Pick Asana's Task Updated trigger and choose where run reports should go.
- 5Test with one real task update that includes a clear budget change.
Questions about this workflow
Will every task edit change a budget?
No. Instruct Notis to act only when an update explicitly describes a budget change and identifies the target budget.
What information is needed to update a budget?
The target budget and the revised details must be available. Have Notis flag omissions or conflicts for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Brex. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Department
Create a new department.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Expense
Create a new expense.
New Task Created
Triggers when a new task is created in a project.
Create Location
Create a new location.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Job Title
Create a new job title.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create User
Create a new user in the brex account.
Task Updated
Triggers when a task is updated in a project.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Asana and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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