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Break client requests into clear next actions

Give a multi-step client request a practical checklist under its existing Asana task.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create subtask

Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.

Why this helps

A single task can hide several follow-ups, making it easy to lose track of what still needs doing.

  • Make multi-step work easier to scan
  • Keep each action under its parent task
  • Capture request steps while context is available

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for client request breakdown.
  • 3Tell Notis to create one Asana subtask for each distinct action in the supplied request under the specified parent task.
  • 4Choose the webhook trigger and a destination for run reports.
  • 5Test with one real multi-step request and parent task.

Questions about this workflow

Does this decide the work steps without input?

It can extract distinct actions from supplied request details. Include any required checklist steps or constraints in the request.

Can it create a parent task too?

This workflow creates subtasks under an existing task. Provide the parent task reference.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Asana. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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