Carry approved budget requests from Jira into Brex
Turn a budget change request into a clear action while its rationale is still attached to the work.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
Update Budget
Update budget details.
Why this helps
Budget change requests can sit in a project queue while teams keep working from old spending assumptions.
- Reduce manual re-entry for approved budget changes.
- Keep the business reason near the resulting budget adjustment.
- Require the identifier and approved revised values in the instruction.
Setup
Build it in a few focused steps.
- 1Connect Jira and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for budget change requests.
- 3Describe in one instruction which approved requests qualify and how to identify the Brex budget and new details.
- 4Pick Jira New Issue and choose a report channel.
- 5Test with one real approved budget change request and review the result.
Questions about this workflow
Can Notis determine whether a request is approved?
Only if approval status is present in available issue data or supplied by a source named in your instruction.
What budget information is required?
Provide a stable budget reference and the exact changes or a reliable source for them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Brex. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Create Department
Create a new department.
New Project
Triggered when a new project is added in Jira
Create Expense
Create a new expense.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Create Location
Create a new location.
Create Job Title
Create a new job title.
Create User
Create a new user in the brex account.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Jira 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.