Make callback section moves actionable in Callingly
Moving a task into the callback section becomes a clear handoff: Notis can use its details to create a Callingly call record.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
Callback tasks can be moved into the right Asana section without anyone creating the matching record in the calling tool.
- Turn a section move into a consistent follow-up handoff.
- Avoid relying on someone to recreate task details in Callingly.
- Keep exception handling in the automation prompt for incomplete tasks.
Setup
Build it in a few focused steps.
- 1Connect Asana and Callingly once in the Notis portal.
- 2Create an automation in the portal, or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to create a Callingly outbound call record when a task enters the callback section, and to report tasks without enough call details.
- 4Choose the Asana Task Moved to Section trigger.
- 5Choose a report channel, then test with one real task moved into that section.
Questions about this workflow
Does Notis let me build section filters?
No separate filter builder is part of the described setup. The trigger is an Asana task moved to section event, and you describe the intended outcome in the prompt.
What if task details are incomplete?
Tell Notis in the instruction to report incomplete tasks for review rather than create a call record without required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Callingly. A trigger fires from one place; an action lands in another.
Asana triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
New Task Created
Triggers when a new task is created in a project.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
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.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Task Updated
Triggers when a task is updated in a project.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Asana and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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