Make prospect fit checks easier to complete
Keep the prospect details and the questions that matter together in one focused review task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
When fit criteria live in your head, reviewing leads takes longer and becomes inconsistent.
- Make fit review questions explicit.
- Keep evaluation work attached to the prospect context.
- Support a more consistent qualification process.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to create an Asana fit review task from the prospect and the criteria supplied in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and the criteria you use.
Questions about this workflow
Can Notis decide if a lead is a fit?
You can instruct Notis to assess the supplied details against criteria you provide, then include its assessment in the task.
What if a criterion is missing?
Ask Notis to flag missing information in the task rather than assume an answer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Asana. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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