Start customer onboarding when a deal is won
Carry the handoff from sales into a practical first task for the onboarding team.
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
A won deal can sit between teams while people wait for someone to start the onboarding handoff.
- Start onboarding work from a won-deal notification.
- Preserve the supplied deal and customer details.
- Reduce manual handoff steps after closing.
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 create an Asana onboarding task when a webhook identifies a newly won deal, using the supplied customer and deal context.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real won-deal webhook.
Questions about this workflow
What information should the webhook include?
Include the deal status and the customer or deal details the onboarding team needs. Notis can only use information provided or available to it.
Can this create a whole onboarding checklist?
This workflow creates one task. You can describe a different task outcome in the automation instruction if your process calls for it.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
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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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