Update a Brex user from Todoist
Keep account details aligned with the people changes already tracked in Todoist.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Update User
Update user details.
Why this helps
User details drift when operational updates and Brex administration happen separately.
- Keep user records current
- Reduce administrative follow-up
- Preserve change context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Brex in the Notis portal.
- 2Create an automation describing the approved user update.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one approved user task.
Questions about this workflow
What details can be updated?
Include the user and the specific approved details supported by the Brex action.
What if the user cannot be matched?
Notis should report the mismatch for review instead of updating the wrong account.
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
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No card. Works with personal or business Brex.