Update Brex card controls from ClickUp spend tags
Turn a clear ClickUp tag into an immediate spend control update.
Trigger
Task Tag Updated
Triggers when a tag is added to or removed from a task. `changes[]` carries `TagAddChange` and/or `TagRemoveChange` entries. Adds use ClickUp's `field == "tag"`, removes use the undocumented `field == "tag_removed"`; both are normalised into the typed change classes.
Action
Update Card Limits
Update spending limits and controls for a card.
Why this helps
Policy tags are added in ClickUp but finance controls remain unchanged.
- Apply policy changes faster
- Reduce missed control updates
- Keep project context visible
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Apply spend tag controls.
- 3Tell Notis how each approved ClickUp spend tag should change the linked Brex card controls.
- 4Pick ClickUp Task Tag Updated as the trigger.
- 5Choose a report channel and test with one tagged task.
Questions about this workflow
Can one task have several tags?
Yes, but provide precedence rules when tags imply different controls.
What happens on tag removal?
Instruct Notis to restore the approved default or report the card for review.
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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