Give every new client kickoff a clear path to the calendar
When an onboarding task is created with the needed Calendly event type and booking limit, generate a scheduling link for the kickoff and include it in the run report.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
Why this helps
A new client task can sit waiting while someone remembers to create and share a booking link.
- Reduce the delay between onboarding work and getting a kickoff booked.
- Keep the booking link close to the task that prompted it.
- Avoid manually creating a separate link for each eligible client.
Setup
Build it in a few focused steps.
- 1Connect Asana and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that eligible new client onboarding tasks should create a Calendly scheduling link using the event type and booking limit you specify.
- 4Pick Asana's New Task Created trigger and choose where run reports go.
- 5Test with one real onboarding task that includes the needed scheduling details.
Questions about this workflow
Does this create a Calendly event type?
No. It creates a scheduling link for an existing Calendly event type. Include the event type and booking limit in your instruction.
Can it infer that every new task is for a client kickoff?
No. State how Notis should recognize eligible onboarding tasks, such as a clear task naming convention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Calendly. A trigger fires from one place; an action lands in another.
Asana triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel event
Permanently cancels an existing, active scheduled event by its `uuid`, optionally providing a `reason`, which may trigger notifications to invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create an invitee no-show
Marks an invitee, identified by their existing and valid uri, as a 'no show' for a scheduled event.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create One-Off Event Type
Creates a temporary calendly one-off event type for unique meetings outside regular availability, requiring valid host/co-host uris, a future date/range for `date setting`, and a positive `duration`.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create scheduling link
Create a single-use scheduling link. creates a scheduling link that can be used to book an event. the link allows invitees to schedule up to the specified maximum number of events. once the limit is reached, the link becomes inactive.
New Task Created
Triggers when a new task is created in a project.
Create share
Creates a customizable, one-time share link for a calendly event type, allowing specific overrides to its settings (e.g., duration, availability, location) without altering the original event type.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create single use scheduling link
Creates a one-time, single-use scheduling link for an active calendly event type, expiring after one booking.
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.
Create webhook subscription
Creates a calendly webhook subscription to notify a specified `url` (which must be a publicly accessible https endpoint) for selected `events` within a given `organization` and `scope`.
Task Updated
Triggers when a task is updated in a project.
Delete invitee data
Permanently removes all invitee data associated with the provided emails from past organization events, for data privacy compliance (requires enterprise subscription; deletion may take up to one week).
Connect any two apps with Notis in the middle.
Asana and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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