Transfer Cards When Team Changes Occur
When team members change roles or leave, transfer their cards automatically. No manual reassignment needed.
Trigger
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Card ownership changes require manual Brex transfers and are often forgotten, leaving inactive employees with card access
- Cards transferred automatically
- Reduces security risk
- Faster transitions
- No forgotten card changes
Setup
Build it in a few focused steps.
- 1Connect Linear and Brex integrations to Notis.
- 2Create an automation called 'Card Transfer Handler' with this prompt: 'When a Linear issue is labeled card-transfer and updated, transfer the card from the old cardholder to the new one as mentioned in the issue details.'
- 3Select 'Issue Updated' as your trigger and filter for the card-transfer label.
- 4Choose your notification channel for card transfer confirmations.
- 5Test by creating and updating a Linear card-transfer issue with old and new cardholder names and verify the transfer in Brex.
Questions about this workflow
What information does Notis need to transfer a card?
The old cardholder's name, the new cardholder's name, and the card (or description of which card to transfer).
Can I specify which card to transfer if someone has multiple cards?
Yes, include card details in the Linear issue (last 4 digits, card type, or purpose) and Notis will select the right one.
What if the new cardholder doesn't exist in Brex yet?
Create the Brex user first via the new-hire automation, then update the Linear issue to trigger the transfer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Linear to Brex. A trigger fires from one place; an action lands in another.
Linear 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.
Comment Received Trigger
Triggered when a comment is received.
Create Department
Create a new department.
Issue Created Trigger
Triggered when a new issue is created.
Create Expense
Create a new expense.
Issue Updated Trigger
Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.
Create Location
Create a new location.
Private Team Comment Created
Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).
Create Job Title
Create a new job title.
Private Team Issue Created
Fires when a new issue appears in a private Linear team (polled with the connected user's token).
Create User
Create a new user in the brex account.
Private Team Issue Properties Updated
Fires when properties on an issue change in a private Linear team (polled with the connected user's token).
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Linear 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.