Keep Brex card limits aligned with project changes
When approved project needs change, keep the related card controls in step with the decision in Asana.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Card Limits
Update spending limits and controls for a card.
Why this helps
Card controls can lag behind an approved change recorded in a project task.
- Bring explicit card limit changes into Brex promptly.
- Retain the project task as context for the request.
- Flag missing card references or unclear controls.
Setup
Build it in a few focused steps.
- 1Connect Asana and Brex once in the Notis portal.
- 2Create an automation for card limit changes.
- 3Tell Notis to update limits only for an explicit request that identifies the Brex card and new controls, and to flag ambiguity for review.
- 4Pick Asana's Task Updated trigger and choose where run reports should go.
- 5Test with one real update that names the card and the revised limits.
Questions about this workflow
Can the workflow decide a safe limit from the task?
No. The new limit or controls must be stated in the task context or instruction.
What if the card is not identifiable?
Have Notis flag the request for clarification instead of updating an uncertain card.
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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