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Notis

Keep spend-related Jira work current

Refresh a Jira issue with the latest Brex details on a schedule, so its context does not go stale.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Edit Issue

Updates an existing jira issue with field values and operations. supports direct field parameters (summary, description, assignee, priority, etc.) that are merged with the fields parameter. direct parameters take precedence.

Why this helps

A Jira issue can keep circulating after its spend context has changed, leaving decisions based on an old summary.

  • Keep a Jira issue aligned with current spend details
  • Reduce manual status-summary updates
  • Make changing finance context easier to spot

Setup

Build it in a few focused steps.

  • 1Connect Brex and Jira once in the Notis portal.
  • 2Create an automation by telling Notis the outcome you want, in chat or under Automations, New Automation.
  • 3Describe the outcome in one instruction: review current Brex spend details and update the specified Jira issue with a concise, dated summary.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real issue and a current Brex spend example.

Questions about this workflow

Will this update any Jira issue it finds?

Specify which Jira issue the workflow should update in the request or prompt. Jira's edit action requires an existing issue.

Can the summary compare spend over time?

Only if the relevant history or comparison baseline is available through Brex or supplied by you.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Brex to Jira. A trigger fires from one place; an action lands in another.

Brex triggers

Jira actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Attachment

Uploads and attaches a file to a jira issue.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Comment

Adds a comment using atlassian document format (adf) for rich text to an existing jira issue.

ActionInstant

Add Watcher to Issue

Adds a user to an issue's watcher list by account id.

ActionInstant

Assign Issue

Assigns a jira issue to a user, default assignee, or unassigns; supports email/name lookup.

ActionInstant

Bulk Create Issues

Creates multiple jira issues (up to 50 per call) with full feature support including markdown, assignee resolution, and priority handling.

ActionInstant

Create Issue

Creates a new jira issue (e.g., bug, task, story) in a specified project.

ActionInstant

Link Issues

Links two jira issues using a specified link type with optional comment.

ActionInstant

Create Project

Creates a new jira project with required lead, template, and type configuration.

ActionInstant

Connect any two apps with Notis in the middle.

Brex and Jira, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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