Turn vendor card requests into Brex setup
Keep vendor payment requests from getting lost in the project conversation.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
Vendor card requests can be discussed in a task without anyone carrying the details into Brex.
- Catch a clear vendor card request as it is made.
- Carry supplied vendor and limit information into Brex.
- Make incomplete requests easy to spot.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for vendor card requests.
- 3Tell Notis to create a vendor card only when a comment explicitly asks for one and identifies the vendor and required spending controls.
- 4Pick Asana's New Comment on Task trigger and choose where run reports should go.
- 5Test with one real comment containing a complete vendor card request.
Questions about this workflow
Can any vendor mention create a card?
No. Require an explicit card request and the necessary vendor and spending details.
What if the requested controls are unclear?
Have Notis flag the comment for clarification before creating the vendor card.
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.