Bring customer records into updated task reviews
When an Asana update adds customer context, retrieve Ascora's customer list and let Notis assess relevant matches.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
Why this helps
Updated customer details can remain unnoticed if the lookup depends on someone repeating a manual search.
- Respond to new customer context in task updates.
- Keep lookup connected to ongoing work.
- Reduce repeat searching when requests change.
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.
- 3Ask Notis in one instruction to retrieve Ascora customers when a task update adds customer identity context, and explain how to summarize likely matches.
- 4Pick the Asana Task Updated trigger and choose where run reports should go.
- 5Test with one real task update that adds customer details.
Questions about this workflow
Does every task update run the lookup?
The listed event fires when a task is updated in a project. State the intended customer lookup outcome in your instruction.
Can it tell whether customer data changed from a baseline?
A baseline is not specified by the available event description. Supply the context Notis should use in the task or instruction.
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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