Turn recipient record reviews into manageable work
Set a recurring review so records that need attention become visible tasks instead of another thing to remember.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Recipient records can go unchecked when reviews rely on someone remembering to open Accredible and inspect them.
- Create review work on a predictable cadence
- Surface records that match criteria you specify
- Reduce reliance on memory for recurring checks
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Asana once in the Notis portal.
- 2Create a new automation for recipient record reviews.
- 3Tell Notis what recipient records to review and when a record should become an Asana task.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real record and confirm the task includes the reason for review.
Questions about this workflow
Does the schedule itself know which records need review?
No. State the review criteria in the instruction. The workflow can only assess data available from Accredible and the information you provide.
Can it create a task for every recipient?
It can, but defining criteria for records that need attention usually keeps the task list more useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Asana. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Accredible certificates and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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