Issue project cards after Asana approval
Connect a clear approval milestone with the card setup needed to move project work forward.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Card
Create a new card and assign it to a user.
Why this helps
Approved spending requests can remain in project tracking while card setup falls through the cracks.
- Use a clear project milestone as the card request signal.
- Keep approval context with the original task.
- Avoid creating cards from requests with missing limits or users.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for approved project card requests.
- 3Tell Notis which section means approved and to create a card only when the cardholder and required controls are specified.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real approved task that has complete card details.
Questions about this workflow
How does this know a request is approved?
You specify the Asana section that represents approval. The workflow responds when a task moves to that section.
Does the approval section supply the card limit?
No. Include the limit and other required card details in task context or the instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.