Bring the right collaborators into account follow-up
Make sure the people who need customer context can follow the task and its updates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important account changes can reach only one person, leaving collaborators unaware of follow-up progress.
- Add relevant collaborators to follow a task.
- Help teammates see future task updates.
- Reduce manual notification handoffs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to add the users identified in the webhook as followers of its referenced Asana task when an account update needs their attention.
- 4Choose the webhook trigger and choose where run reports should go.
- 5Test with one update, task reference, and valid user references.
Questions about this workflow
Will followers be notified?
Adding followers to a task notifies them of updates to that task.
Can Notis infer who should follow?
Give the automation a rule based on supplied details or provide the intended user references in the webhook.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Asana. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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