Refresh account research when task details change
Update an account task and have Notis request a fresh company profile using its confirmed domain.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
Important account changes can leave research scattered across old notes and tabs.
- Tie profile research to an account update event.
- Use a confirmed domain for the Bigpicture io lookup.
- Reduce the need to remember a separate research step.
Setup
Build it in a few focused steps.
- 1Connect Asana and Bigpicture io once in the Notis portal.
- 2Create an automation in Notis Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to look up the company profile when an account task is updated and has a confirmed domain.
- 4Pick Asana's Task Updated trigger, then choose where run reports should go.
- 5Test with one real account task that has a confirmed domain.
Questions about this workflow
Does a task update contain historical company data?
The workflow can use the current task context supplied by Asana. It does not create a historical baseline unless you provide one.
Why require a confirmed domain?
Company Find looks up a company by domain, so the domain should be checked for correctness first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Bigpicture io. A trigger fires from one place; an action lands in another.
Asana triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Attachment Added to Task
Triggers when an attachment is added to a task.
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
New Comment on Task
Triggers when a comment is added to a task in a project.
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 Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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