Carry card handoffs from Asana into Brex
Keep card ownership aligned with a clear handoff recorded in the project conversation.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Project handoffs can change who owns the work while the related Brex card remains with the previous owner.
- Carry explicit ownership handoffs into Brex.
- Keep the request and project context together.
- Avoid transfers when card or new owner details are unclear.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for card handoff requests.
- 3Tell Notis to transfer a card only when the comment explicitly requests a handoff and identifies the existing card and new owner.
- 4Pick Asana's New Comment on Task trigger and choose where run reports should go.
- 5Test with one real comment that names the card and new owner.
Questions about this workflow
Will any owner change transfer a card?
No. Require a clear transfer request in the comment, plus an identifiable card and new owner.
What if the new owner is not known to Brex?
Have Notis flag the issue for review rather than transferring the card to an uncertain user.
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.