Turn tagged Asana lead tasks into Callingly records
Apply the relevant tag in Asana and let Notis use the task context to create a Callingly outbound call record when the request is complete.
Trigger
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.
Action
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Why this helps
A tag can mark a task for calling, but the follow-up record may still be forgotten in the separate calling system.
- Use a familiar tag to signal a call follow-up handoff.
- Create the call record from task context when details are present.
- Report tasks that need more information before action.
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 call record for tasks receiving the agreed tag and report missing call details.
- 4Choose the Asana Tag Added to Task trigger.
- 5Choose a report channel, then test with one real task and the intended tag.
Questions about this workflow
How does Notis identify the tag?
Asana's tag event has an inverted structure: the task is the resource and the parent contains the tag GID. The prompt can describe which tag should signal the workflow.
Can this handle every tag automatically?
The instruction should name the tag or describe the qualifying tag. Notis uses the event and prompt; setup does not include a separate filter builder.
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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