Skip to content
Notis

Deactivate a Brex card when a ClickUp task is completed

Close the loop on temporary spend access as soon as related work ends.

Trigger

Task Status Updated

Triggers when a task's status changes. `changes[]` carries `StatusChange` entries only — ClickUp pre-filters server-side by event type. Lower traffic than subscribing to `CLICKUP_TASK_UPDATED` and pattern-matching `StatusChange`.

Action

Update Card Status

Update the status of a card (activate/deactivate/terminate).

Why this helps

Cards stay active after projects finish because deactivation depends on manual reminders.

  • Remove stale spend access
  • Tie card controls to project completion
  • Reduce end of project cleanup

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Brex in Notis.
  • 2Create an automation named Close project card access.
  • 3Tell Notis to deactivate the Brex card associated with a ClickUp task when its status changes to the completion state.
  • 4Pick ClickUp Task Status Updated as the trigger.
  • 5Choose a report channel and test with one completed task.

Questions about this workflow

How does Notis know which card to change?

Include the card identifier or clear card reference in the task context or your instruction.

Can this terminate a card instead?

Yes, instruct Notis to use the appropriate Brex status action only when termination is intended.

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.

TriggerScheduled

Create Budget

Create a new budget for departments or projects.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Card

Create a new card and assign it to a user.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Create Department

Create a new department.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Create Expense

Create a new expense.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Create Location

Create a new location.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Create Job Title

Create a new job title.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Create User

Create a new user in the brex account.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Create Vendor Card

Create a new vendor card.

ActionInstant

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.