Turn open leads into a review queue
Get a recurring Asana queue for Acculynx leads that still need a next step.
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
Open leads can sit without follow-up when nobody has time to check the pipeline manually.
- Surface open leads for a regular review.
- Create focused follow-up work in Asana.
- Reduce the need to repeatedly scan Acculynx by hand.
Setup
Build it in a few focused steps.
- 1Connect Acculynx and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to review open Acculynx leads and create an Asana task for each lead that still needs follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test the automation with one real lead and confirm the resulting task.
Questions about this workflow
How often can this run?
Choose a recurring schedule when you set up the automation in Notis.
How does Notis decide a lead needs follow-up?
State the criteria in your instruction and make sure the needed lead details are available from Acculynx.
Can it avoid creating duplicate tasks?
Tell Notis to look for an existing task using a reliable lead identifier before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Asana. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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