Keep Brex budgets aligned with funding changes
Turn a deliberate funding change tag into a budget update with the revised amount and context supplied.
Trigger
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.
Action
Update Budget
Update budget details.
Why this helps
Funding decisions can change in project tracking while the existing Brex budget stays out of date.
- Make a funding change signal actionable.
- Keep the budget reference close to the project task.
- Require revised details before changing a budget.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for funding adjustments.
- 3Tell Notis which tag means a budget change and to update only when the target budget and revised details are supplied.
- 4Pick Asana's Tag Added to Task trigger and choose where run reports should go.
- 5Test with one real task receiving the funding-change tag and containing complete update details.
Questions about this workflow
Does the tag itself tell Brex the new amount?
No. Supply the revised amount and target budget in the task context or instruction.
How does Asana identify the tag?
The event places the tag in the parent field and the task in the resource field. Instruct Notis to check the tag identity in the parent.
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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