Keep month-end progress visible
Bring a finance close update into the Asana project your team follows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Month-end progress can be hard to scan when status updates live in scattered messages.
- Give stakeholders a concise project-level update.
- Keep close progress in the project context.
- Use supplied blockers and progress details in the update.
Setup
Build it in a few focused steps.
- 1Connect Airwallex and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for finance close updates.
- 3Tell Notis to publish an Asana project status update when a webhook supplies a month-end finance status, including the supplied progress and blockers.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real close update and confirm it is posted to the intended project.
Questions about this workflow
Does this calculate close progress?
Only from information supplied in the webhook or your instruction. A baseline or progress data not provided must be supplied.
How is the project selected?
Include the intended project identifier or enough context in the webhook for Notis to identify it reliably.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airwallex to Asana. A trigger fires from one place; an action lands in another.
Airwallex 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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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.
Airwallex and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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