Catch records that need a follow-up
Give overdue follow-up a place in your task list by creating Asana tasks from aging records included in a scheduled run.
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
Records needing attention can fade into a database when no visible follow-up is created.
- Make supplied follow-up candidates visible as tasks.
- Reduce manual scanning for records needing attention.
- Keep next actions in the task system used for execution.
Setup
Build it in a few focused steps.
- 1Connect ApptiveGrid and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create an Asana follow-up task for each supplied record marked as needing follow-up.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real example that includes the record's follow-up status or age.
Questions about this workflow
Can Notis determine which records are aging?
Only if the scheduled run receives record dates, an age value, or a follow-up status. No ApptiveGrid retrieval capability is specified here.
Will the task be created repeatedly?
A recurring schedule can run repeatedly. To avoid duplicate tasks, the instruction and supplied data need to identify which records have already been handled.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ApptiveGrid to Asana. A trigger fires from one place; an action lands in another.
ApptiveGrid 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.
ApptiveGrid and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Asana.