Set up a Brex card for a new project owner
Make card setup part of the project handoff when the owner and spending needs are already known.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Card
Create a new card and assign it to a user.
Why this helps
A newly assigned project owner may need a card, but card setup often lives outside the project kickoff.
- Connect project kickoff with a card request.
- Use explicit owner and limit details.
- Flag missing controls before issuing a card.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for project owner card setup.
- 3Tell Notis how to recognize a project that needs a card and to create one only when the cardholder and required controls are specified.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real project task that contains a complete card request.
Questions about this workflow
Does creating a project task always issue a card?
No. Define the project task signal and require an explicit card request with complete details.
What if the cardholder is not a Brex user yet?
Have Notis report the missing prerequisite for follow-up rather than assuming a user or creating unsupported account data.
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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No card. Works with personal or business Brex.