Start a Brex budget as delivery begins
Give newly active work a clear spending envelope when it reaches delivery in Asana.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Budget
Create a new budget for departments or projects.
Why this helps
Work can enter delivery before anyone creates a matching budget, leaving spending intent unclear.
- Create budget records at a meaningful project milestone.
- Keep project spending plans closer to active work.
- Avoid silently inventing a budget amount or department.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for budgets at the delivery milestone.
- 3Tell Notis which delivery section should start the workflow and provide the budget amount and other required budget details, or ask it to flag missing details.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task moving into the specified delivery section.
Questions about this workflow
Does this detect every project milestone?
It runs when a task is moved to a section. Specify the section that represents delivery in your instruction.
Where does the budget amount come from?
Provide the amount and required budget details in your instruction or task context. Notis should flag missing information rather than invent it.
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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