Move onboarding details into Brex user setup
Keep a new teammate's finance setup connected to the onboarding work already tracked in Asana.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create User
Create a new user in the brex account.
Why this helps
New teammate details may be collected in a task while account setup waits on a separate reminder.
- Start finance account setup from onboarding work.
- Reduce repeat entry of supplied identity details.
- Flag missing role or identity information before provisioning.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for onboarding user setup.
- 3Tell Notis to create a Brex user only for onboarding tasks with the required identity and role details, and to flag omissions for review.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real onboarding task using appropriate test data.
Questions about this workflow
Will any new Asana task create a user?
No. The instruction should limit creation to clearly identified onboarding tasks with complete user details.
What happens if a role detail is missing?
Have Notis flag the task for follow-up instead of assuming a job title or other account setting.
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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