Bring Callingly lead context to an Asana discussion
A new comment can add the context needed for follow-up. Have Notis look up the identified Callingly lead and report the details alongside the discussion.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Get Lead
Tool to retrieve details of a specific lead by its id. use when you need full lead details before follow-up actions.
Why this helps
Lead context can be split between an Asana conversation and Callingly, making it harder to decide what to do next.
- Bring lead information into the flow of an Asana discussion.
- Reduce manual searching when a comment identifies a lead.
- Make missing or ambiguous lead identifiers visible for review.
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 retrieve the Callingly lead when a new task comment identifies one, and report when the identifier is missing or ambiguous.
- 4Choose the Asana New Comment on Task trigger.
- 5Choose a report channel, then test with one real comment that identifies a lead.
Questions about this workflow
Will this update the lead?
No. This workflow retrieves lead details using the Callingly Get Lead action; it does not update the lead.
What if a comment does not clearly identify a lead?
Instruct Notis to report the ambiguity for a person to resolve. The listed event and action descriptions do not provide an automatic way to infer an unknown lead identifier.
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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