Fetch Brex expenses when a ClickUp task changes
Keep expense visibility attached to the work that drives the spend.
Trigger
Task Updated
Triggers when a task is updated. Fires for every kind of update on the task, including comments. If you only care about a specific property changing, prefer the dedicated trigger (`CLICKUP_TASK_STATUS_UPDATED`, etc.) — those are pre-filtered by ClickUp and produce less traffic. `changes[]` can carry any FieldChange variant (`StatusChange`, `PriorityChange`, `AssigneeAddChange`, `AssigneeRemoveChange`, `TagAddChange`, `TagRemoveChange`, `DueDateChange`, `TimeEstimateChange`, `TimeSpentChange`, `NameChange`, `ContentChange`, `CommentChange`, `CustomFieldChange`).
Action
Get Expenses
Get expenses for a date range.
Why this helps
Project updates often prompt expense questions that require a separate manual report request.
- Get current expense context faster
- Reduce ad hoc report requests
- Keep reviews tied to work
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Brex in Notis.
- 2Create an automation named Task update expense snapshot.
- 3Tell Notis to retrieve Brex expenses for the date range and project context in each qualifying task update.
- 4Pick ClickUp Task Updated as the trigger.
- 5Choose a report channel and test with one finance-related update.
Questions about this workflow
Will every task update run it?
Tell Notis which update context qualifies, or ask it to report when the context is missing.
Can the result include totals?
Yes, ask Notis to summarize totals and notable expenses.
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.