Review Callingly call history from updated Asana tasks
When a task changes, pull the relevant Callingly call history into a run report so the next follow-up can be based on available records.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
List Calls
Tool to list calls. use when you need to retrieve multiple call records with optional filters such as date range, team, and pagination after identifying the need for a collection of calls.
Why this helps
A task update may prompt a decision, but call history is easy to overlook when it lives in another app.
- Bring call records into a task follow-up review.
- Reduce context switching when a task changes.
- Keep query criteria explicit and surface missing identifiers or filters.
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 list Callingly calls relevant to updated tasks using criteria available in the task or supplied by you, and report if criteria are insufficient.
- 4Choose the Asana Task Updated trigger.
- 5Choose a report channel, then test with one real task update and known call criteria.
Questions about this workflow
Can Notis find calls from an Asana task alone?
Only if the task or your instruction provides usable identifying or filtering criteria. The event descriptions do not say Asana contains Callingly call identifiers or that Callingly matches tasks automatically.
Does this change a call record?
No. The selected action lists calls for review; it does not update call records.
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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