Start with a ready-to-work outreach queue
See which supplied outreach records need attention and turn them into focused tasks.
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
Deciding who to follow up with can consume time before the actual outreach work even begins.
- Reduce time spent scanning outreach records for next steps.
- Make follow-up priorities visible in Asana.
- Keep priority decisions tied to stated criteria.
Setup
Build it in a few focused steps.
- 1Connect Apollo and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis how to identify supplied outreach records needing follow-up and to create prioritized Asana tasks with reasons.
- 4Choose a notis_cron schedule and where run reports should go.
- 5Test with a small real set of outreach records and review the priority order.
Questions about this workflow
Can the workflow rank prospects?
It can prioritize records using criteria in your instruction and the data available to the run. Specify what matters, such as reply status or follow-up timing.
Will it send the follow-up emails?
No. This workflow creates Asana tasks to organize the work; it does not send Apollo emails.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Asana. A trigger fires from one place; an action lands in another.
Apollo 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.
Apollo and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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