Review Apollo pipeline changes with a clear task
When a deal stage changes, give the team a task to check what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Pipeline changes can signal a handoff or risk, but the reason and follow-up may not be visible to the wider team.
- Make stage changes visible as work to review.
- Capture the supplied reason and deal context.
- Give teammates a concrete follow-up instead of another status to remember.
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 to create a review task from a supplied Apollo deal-stage change, including the context and questions to resolve.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real stage change and review the task.
Questions about this workflow
How does Notis learn that a stage changed?
The notis_webhook request must provide the stage-change details. Apollo trigger events are not available in this workflow package.
Will Notis know why the stage changed?
Only if the request includes that reason or supporting context. Otherwise, the task can call out that the reason needs review.
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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