Give stakeholders a monthly view of customer work
Bring customer progress into a clear project update with less status-writing overhead.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Preparing a status update can take time when project progress and customer context have to be gathered separately.
- Create a project status update on a recurring schedule.
- Bring available account context into project communication.
- Reduce manual status gathering and drafting.
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 prepare a monthly status update for the specified Asana project using available project details and relevant Agile CRM customer context.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test once and review the update before relying on the schedule.
Questions about this workflow
Will it know project progress automatically?
Notis can use details available from Asana and Agile CRM. Any missing milestones, baseline, or customer context must be supplied.
What does this action create?
It creates a status update on the specified Asana project.
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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