Bring cash account context into Jira funding work
Get account context alongside the request so funding questions are easier to assess.
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
Get Company Cash Accounts
Get company cash accounts.
Why this helps
Funding requests can require founders to leave the task and search for current account context.
- Retrieve company cash account context when a request needs it.
- Reduce context switching during funding review.
- Summarize returned information against criteria supplied in your prompt.
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 cash account context.
- 3Tell Notis which Jira requests qualify and how to summarize the returned company cash accounts.
- 4Pick Jira New Issue and choose where run reports should go.
- 5Test with a real funding request and review the report.
Questions about this workflow
Does this transfer funds?
No. It retrieves company cash account information. No transfer action is listed among the allowed actions.
Can it decide whether there is enough cash?
That requires a threshold or funding rule supplied in your instruction and a clear interpretation of the returned account details.
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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