Transfer a Brex card from Todoist
Turn an approved ownership change into a completed Brex card transfer.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Transfer Card
Transfer a card to a different user.
Why this helps
Card ownership stays outdated when transfer requests wait for manual finance handling.
- Keep card ownership current
- Reduce handoff delays
- Preserve approval context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the approved transfer outcome.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one approved transfer task.
Questions about this workflow
What must the task identify?
Include the card and the intended existing Brex user, plus approval context.
Will Notis guess the recipient?
No, it should report missing ownership details 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.