Give policy reviews a clear place in the work queue
Capture the review request and its context in Asana so the next action is easy to find.
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
Policy reviews can be delayed when the request and relevant details are scattered across records and messages.
- Create a visible task for each review request
- Keep supplied policy context close to the work
- Clarify the requested review action
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 policy review requests.
- 3Tell Notis to create an Asana task from the supplied AgencyZoom policy review request, including the client context and requested review action.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real policy review request.
Questions about this workflow
Does Notis decide whether a policy needs review?
The request should indicate that a review is needed, or your instruction should state the criteria based on available record details.
Can the task include a due date?
Provide the requested date in the request and instruct Notis to include it if supported by the task details.
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.
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.
Agencyzoom and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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