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Notis

Give billing follow-ups a reliable place to land

Have Notis check billing context on a schedule and create tasks for items that need a person to look closer.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

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

Billing follow-ups can be easy to miss when they depend on repeatedly checking reservation details by hand.

  • Create a visible queue for identified billing follow-ups.
  • Reduce manual repeated checking of reservation context.
  • Keep the team focused on items needing attention.

Setup

Build it in a few focused steps.

  • 1Connect Apaleo and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for reservation billing review.
  • 3Tell Notis to review available reservation billing context and create a task for each item matching your stated follow-up criteria.
  • 4Pick a recurring schedule trigger and choose where run reports should go.
  • 5Test with one real reservation needing review and confirm the task accurately describes the follow-up.

Questions about this workflow

Does this update a guest bill?

No. The workflow creates Asana follow-up tasks; it does not change billing in Apaleo.

Can Notis detect any billing condition?

Only use conditions present in the Apaleo information accessible to Notis or supplied by your team. State the criteria explicitly.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Apaleo to Asana. A trigger fires from one place; an action lands in another.

Apaleo triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Apaleo and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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