Transfer Brex cards from Slack handoffs
Keep card ownership aligned with team changes by acting on a clear handoff where it is discussed.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Cards can remain with the wrong owner when responsibility changes across a fast-moving team.
- Reduce delays after an ownership change.
- Keep the transfer linked to the team's decision.
- Avoid a separate reminder to revisit card ownership.
Setup
Build it in a few focused steps.
- 1Connect Slack and Brex to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis conversationally.
- 3Write one instruction to transfer a Brex card only when Slack confirms the card, new owner, and approval for the handoff.
- 4Select the Slack channel message trigger and choose where run reports go.
- 5Test with one real, approved card transfer.
Questions about this workflow
Can a general staffing update transfer a card?
Set the instruction to require a specific approved card ownership handoff.
Does setup require field mapping?
No. Tell Notis what a valid handoff looks like in plain language.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Brex. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Create Department
Create a new department.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Create Expense
Create a new expense.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Create Location
Create a new location.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Job Title
Create a new job title.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Create User
Create a new user in the brex account.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Create Vendor Card
Create a new vendor card.
Connect any two apps with Notis in the middle.
Slack 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.