Check customer identity at the Asana handoff
When a task reaches your customer-check handoff, have Notis retrieve Ascora customer records for review.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Customer verification can fall between project handoffs when it depends on someone opening another system.
- Place customer lookup at an existing task handoff.
- Reduce context switching during request triage.
- Give the team customer list context while reviewing the task.
Setup
Build it in a few focused steps.
- 1Connect Asana and Ascora once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe that when a task moves to the customer-check stage, Notis should retrieve Ascora customers using the task's supplied identity details.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports should go.
- 5Test by moving one real task with customer context into the relevant section.
Questions about this workflow
Can the automation confirm a customer with certainty?
It can retrieve a customer list for Notis to assess against supplied context. The action description does not guarantee exact identity matching.
Can it change the section after lookup?
No. The available Ascora action retrieves customers and does not update Asana task sections.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Ascora. A trigger fires from one place; an action lands in another.
Asana triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Task Created
Triggers when a new task is created in a project.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
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 Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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