Keep customer context with the Asana task
Put the important customer update where the people doing the work can see it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Teams lose time switching back to the CRM to understand why a task matters or what changed with a customer.
- Keep customer context visible in the task activity feed.
- Reduce back-and-forth to recover account details.
- Give collaborators a useful update without rewriting it manually.
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, and name it for customer context updates.
- 3Tell Notis to find the related Asana task from the webhook details and comment with the supplied customer update.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real customer update and a known Asana task.
Questions about this workflow
How does Notis know which task to comment on?
Include a task identifier or clear task reference in the webhook payload and tell Notis how to use it.
Will it invent missing customer history?
No. It can only use the update and context supplied in the webhook or available to the connected apps.
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.
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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.
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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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