Turn an Asana deal milestone into a ready update
A move into a milestone section can signal that a deal is ready for the next step. Notis can prepare the available task details for API Labz.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
Why this helps
Teams can reach a deal milestone and still lose time figuring out what information needs to be carried forward.
- Use an existing project milestone to prompt deal preparation.
- Avoid repeating task details in a separate process.
- Make missing information apparent before acting on the deal.
Setup
Build it in a few focused steps.
- 1Connect Asana and API Labz once in the Notis portal.
- 2Create an automation in Notis from any channel, or use Automations, New Automation in the portal.
- 3In one instruction, describe which section moves indicate deal readiness and how Notis should prepare the available deal details.
- 4Pick Asana Task Moved to Section as the trigger and choose where run reports should go.
- 5Test with one real task moved to the relevant section and review the run report.
Questions about this workflow
Can the trigger be tied to a specific section?
Use your instruction to explain which section move should be treated as meaningful. The trigger is Task Moved to Section in a project.
What if the task is not ready for a deal update?
Tell Notis how to handle tasks that do not meet your readiness rule, and review the report from a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Api labz. A trigger fires from one place; an action lands in another.
Asana triggers
Api labz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Integrate Deal
Tool to integrate a deal into api labz. use when you need to push a new or updated deal record into the system after preparing required fields.
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New Task Created
Triggers when a new task is created in a project.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Task Updated
Triggers when a task is updated in a project.
Connect any two apps with Notis in the middle.
Asana and Api labz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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