Set up Brex locations as sites launch
Keep finance location setup in step with a site launch tracked in Asana.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Location
Create a new location.
Why this helps
A new site can be ready in project tracking before it exists in the finance system's location list.
- Trigger location setup at the launch milestone.
- Keep location details with the launch task.
- Flag missing location information before creation.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for site location setup.
- 3Tell Notis which section signals a site launch and to create a location only when its required details are present.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real launch task that contains complete location details.
Questions about this workflow
Does a section change identify the new location?
No. Include the location name and required details in the task or your instruction.
Can this run for all project sections?
Specify the one section that indicates a site launch so other task moves do not start location setup.
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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