Capture task costs from Asana in Brex
Keep project costs visible by turning expense-ready task details into Brex expense records.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Expense
Create a new expense.
Why this helps
Expense details can sit in project tasks until someone remembers to re-enter them in the finance system.
- Reduce duplicate entry between project work and finance.
- Keep task-related costs easier to find.
- Create expenses only when task details contain the needed information.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation named for capturing task costs.
- 3Tell Notis to create a Brex expense for a new Asana task only when it contains the expense details needed, and to flag missing details instead of guessing.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real task that includes expense details.
Questions about this workflow
Does every new task become an expense?
No. Instruct Notis to create an expense only when the task includes the required expense details, and to report tasks that need more information.
Can Notis infer a cost from a task title?
It should not guess. Supply the amount and other information required for an expense in the task or your 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
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