See campaign work in its wider portfolio context
Bring the portfolio view into regular planning so project level activity is easier to connect to broader work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Portfolios
Retrieve multiple portfolios. use when you need to list portfolios within a specific workspace, optionally filtered by owner.
Why this helps
Individual projects can dominate attention while their connection to larger priorities gets overlooked.
- Make portfolio context part of recurring reviews.
- Summarize available portfolio information.
- Help connect project discussions to broader work.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and identify the portfolios relevant to campaign work.
- 3Choose a recurring schedule trigger and select where run reports should go.
- 4Tell Notis to retrieve the relevant Asana portfolios and summarize their available details.
- 5Run it once and verify the portfolio scope and summary.
Questions about this workflow
Does this list all projects inside a portfolio?
This action retrieves portfolios. Use the portfolio items action when you need the items contained within a specific portfolio.
Can Notis know which portfolios are campaign related?
Specify the relevant portfolios or provide enough context for Notis to identify them from accessible data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Asana. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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