Add Brex account context to a new Trello board
Create a new board and receive the account details needed to orient the team.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Get Account Details
Get details about the current brex account.
Why this helps
Project launches lose time when ownership and finance context are unclear.
- Improve launch clarity
- Reduce repeated finance questions
- Give teams a shared starting point
Setup
Build it in a few focused steps.
- 1Connect Trello and Brex once in Notis.
- 2Create an automation that retrieves relevant Brex account details for each new board.
- 3Pick Trello New Board Trigger.
- 4Choose a report channel and test with one newly created board.
Questions about this workflow
What account details are included?
Brex returns the available details for the current account, which Notis can summarize.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Brex. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Create Department
Create a new department.
New Activity Trigger
Triggered when there is activity in Trello.
Create Expense
Create a new expense.
New Board Trigger
Triggered when a board is created in the specified workspace
Create Location
Create a new location.
New Card Trigger
Triggered when a card is created in the specified board
Create Job Title
Create a new job title.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello 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.