Know your lookup capacity at handoff
When work reaches its follow-up stage, check Callerapi's account and credit details before planning number research.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
Why this helps
A handoff can create a batch of lookup work without a clear view of available account credits.
- Surface account credit context at a project handoff.
- Help the team plan lookups based on current credit information.
- Use the authenticated account information action for a grounded report.
Setup
Build it in a few focused steps.
- 1Connect Asana and Callerapi once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe how Notis should summarize Callerapi's credits spent, monthly allocation, and credits left.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports go.
- 5Test with one real task moved into your follow-up section after Callerapi authentication.
Questions about this workflow
Does the report reserve credits for planned lookups?
No. The action retrieves account and credit details; it does not reserve credits.
Does the trigger require a specific section name?
The event is a task moved to a section in a project. The team can describe the intended handoff in its prompt and test the behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Callerapi. A trigger fires from one place; an action lands in another.
Asana triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Tool to retrieve detailed information about a specific phone number, including reputation, business and carrier details, and ftc complaints. use when the number is in e.164 format and set hlr=true to include hlr data (adds 1-3 seconds to response).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
Tool to retrieve information about the authenticated user, including email and credit usage details. use after authentication to fetch credits spent, monthly allocation, and credits left.
Attachment Added to Task
Triggers when an attachment is added to a task.
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 Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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