Keep card ownership aligned with campaign ownership
A confirmed SureContact owner change can prompt Notis to transfer the related Brex card, keeping responsibility clear through the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Ownership changes can leave the previous person responsible for card activity after the campaign moves to someone else.
- Keeps card ownership aligned with the current campaign owner.
- Makes a confirmed handoff actionable across tools.
- Reduces ambiguity about who handles campaign spend.
Setup
Build it in a few focused steps.
- 1Connect SureContact and Brex to Notis once in the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Write one instruction asking Notis to transfer the associated Brex card when an approved SureContact ownership change arrives, using the new owner's identity.
- 4Select an incoming webhook trigger and choose where run reports should go.
- 5Forward one real approved handoff and confirm the card belongs to the intended user.
Questions about this workflow
Does a draft reassignment transfer the card?
The instruction should require a confirmed, approved ownership handoff.
What information should the handoff carry?
Include enough campaign, card, and new-owner context for Notis to identify the intended transfer, and verify the result.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link SureContact to Brex. A trigger fires from one place; an action lands in another.
SureContact 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.
Create Department
Create a new department.
Create Expense
Create a new expense.
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.
SureContact and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brex.