Prepare vendor cards as purchases move forward
Keep vendor payment setup connected to the project milestone that signals a purchase is ready.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Vendor Card
Create a new vendor card.
Why this helps
A purchase can be ready in project tracking while the vendor payment setup still needs to be started.
- Start vendor card setup at a clear project stage.
- Keep vendor and limit details tied to the task.
- Flag incomplete card requests before creation.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for vendor card setup.
- 3Tell Notis which section indicates purchase readiness and to create a vendor card only when vendor and required spending details are present.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task moved into the purchase-ready section.
Questions about this workflow
Does moving any task create a vendor card?
Only if the task enters the section you specify and has a clear vendor card request with the required details.
What if the vendor is not identified?
Have Notis flag the task for follow-up. It should not guess which vendor to use.
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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