Carry card ownership handoffs through from Jira
Close the loop between assigning the work and transferring the spending responsibility.
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
Transfer Card
Transfer a card to a different user.
Why this helps
Card ownership can lag behind a work handoff, leaving the wrong person responsible for purchases.
- Connect handoff work with the related card transfer.
- Reduce follow-up after ownership changes.
- Make the card and new user match explicit before transfer.
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 card handoffs.
- 3Tell Notis in one instruction which handoffs qualify and how to identify the Brex card and new owner.
- 4Pick Jira New Issue and choose the report destination.
- 5Test with one real handoff issue and verify the card owner.
Questions about this workflow
Can the issue identify the right card and recipient?
It can if those details or a reliable lookup source are included. The trigger itself does not describe a Jira-to-card relationship.
Will every new issue transfer a card?
No. Define a narrow handoff condition in the instruction.
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.