Bring the right people into Brex spend follow-ups
Make sure the people who need visibility can follow the Asana task while a spend issue is being resolved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Why this helps
A task may have an owner, but finance or budget stakeholders can miss updates until someone remembers to loop them in.
- Give relevant stakeholders task update notifications.
- Keep collaboration attached to the task that tracks the issue.
- Reduce manual forwarding and status pings.
Setup
Build it in a few focused steps.
- 1Connect Brex and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add the supplied finance or budget collaborators as followers of the Asana task associated with a Brex spend alert.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real alert and check that the requested collaborators follow the intended task.
Questions about this workflow
Will followers be assigned the task?
No. This action adds followers so they can receive updates; it does not assign the task.
How does Notis know who to add?
The instruction or webhook request needs to identify the Asana task and the intended collaborators.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Brex to Asana. A trigger fires from one place; an action lands in another.
Brex triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Brex and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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