Pull Brex transactions for a new Trello project
Create a project card and receive the spending context needed to plan the next step.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Get Transactions
Get transactions for a date range.
Why this helps
Project kickoff often starts without a clear view of related spend.
- Start projects with context
- Reduce manual reporting
- Spot related spend early
Setup
Build it in a few focused steps.
- 1Connect Trello and Brex once in Notis.
- 2Create an automation that retrieves Brex transactions for each qualifying project card.
- 3Pick Trello New Card Trigger.
- 4Choose a report channel and test with one project card.
Questions about this workflow
How is the date range chosen?
State the reporting period in the automation instruction.
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
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No card. Works with personal or business Brex.