Keep sales follow-up tasks organized by stage
Let a CRM stage update put an existing follow-up task where the team expects to find it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Tasks left in the wrong section are easy to overlook and make the sales queue harder to scan.
- Move existing tasks into a more relevant section.
- Keep the team queue aligned with the supplied sales stage.
- Avoid manual sorting after CRM updates.
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 sales stage routing.
- 3Tell Notis to use the webhook's task reference and stage details to add the existing task to the matching section in the specified Asana project.
- 4Choose the webhook trigger and select a run report destination.
- 5Test with one real stage update and an existing task.
Questions about this workflow
Does this create a new task?
No. It adds an existing task to a section. Include the task and project references in the webhook details.
What if the section is missing?
The instruction can route only to a section that exists and is accessible in the specified 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.
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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.
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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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