Set up Brex departments from new workstreams
Keep finance structure aligned when a new workstream needs its own department.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Department
Create a new department.
Why this helps
A new workstream can begin before the corresponding department exists for organizing spend.
- Surface department setup at workstream kickoff.
- Keep workstream naming context nearby.
- Flag missing or duplicate department details for review.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for new workstream setup.
- 3Tell Notis how to recognize a department-creating workstream and create a department only when required details are available and duplicates have been checked.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real workstream task and confirm the result in Brex.
Questions about this workflow
Will every new task create a department?
No. Specify how a task indicates a new workstream that needs a department, and have Notis check for an existing department before creation.
What if the department already exists?
Instruct Notis to report the existing match rather than create a duplicate.
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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