Create a Brex card from a Todoist task
Convert a clear card request into an issued Brex card without another handoff.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Create Card
Create a new card and assign it to a user.
Why this helps
People wait for cards because requests sit in task queues without a finance action.
- Shorten card setup time
- Reduce repeated requests
- Keep the request trail in Todoist
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing how to handle card requests.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one real request.
Questions about this workflow
Does this assign the card?
Yes, when the task identifies an existing Brex user and the request provides enough context.
What if the task is missing details?
Notis can report the missing information instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Brex. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist 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.