Transfer a Brex card when a ClickUp assignee changes
Keep the person responsible for the work responsible for the spend.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Card ownership drifts from task ownership after handoffs and team changes.
- Keep card ownership accurate
- Simplify team handoffs
- Reduce access exceptions
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Sync task owner to card.
- 3Tell Notis to transfer the linked Brex card to the added ClickUp assignee and report removals without a replacement.
- 4Pick ClickUp Task Assignee Updated as the trigger.
- 5Choose a report channel and test with one real reassignment.
Questions about this workflow
What if multiple assignees are added?
Tell Notis which assignee should receive the card or ask it to report the ambiguity.
Can removal alone trigger a transfer?
Only when a replacement user is supplied or a clear fallback rule exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Brex. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
Create Department
Create a new department.
Folder Deleted
Triggers when a Folder is deleted.
Create Expense
Create a new expense.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Create Location
Create a new location.
List Created
Triggers when a new List is created.
Create Job Title
Create a new job title.
List Deleted
Triggers when a List is deleted.
Create User
Create a new user in the brex account.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Clickup 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.