Review Brex spend when a ClickUp task priority changes
Focus finance attention on the spend tied to newly urgent work.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
Action
Get Transactions by Amount Range
Get transactions filtered by amount range.
Why this helps
Priority shifts can change spend risk, but transaction review waits for a manual request.
- Prioritize relevant spend reviews
- Catch high value exposure sooner
- Reduce broad transaction searches
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Priority spend review.
- 3Tell Notis to search Brex transactions in the supplied amount range for tasks whose priority changes to the review level.
- 4Pick ClickUp Task Priority Updated as the trigger.
- 5Choose a report channel and test with one priority change.
Questions about this workflow
Where does the amount range come from?
Provide it in the task context or automation instruction; ClickUp priority alone does not supply a range.
Can it summarize results?
Yes, ask Notis to return totals, matches, and follow-up items.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.