Create a Callingly callback from a new Asana task
Capture callback requests in Asana and have Notis create the corresponding Callingly call record, so follow-up does not depend on remembering to switch tools.
Trigger
New Task Created
Triggers when a new task is created 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
A callback request can sit in Asana while the person who needs to act is busy or working elsewhere.
- Reduce tool switching when a callback task arrives.
- Keep the callback request connected to the work that prompted it.
- Let Notis interpret task details and flag missing call information.
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 from eligible new Asana tasks and explain what to do when call details are missing.
- 4Choose the Asana New Task Created trigger.
- 5Choose a report channel, then test with one real task that has the required call and lead details.
Questions about this workflow
Does this place a live phone call?
The selected Callingly action creates an outbound call record. The provided event description does not say that it directly places a live call.
What details should the task include?
Include the call and lead details Callingly requires. Notis can flag missing information, but the event list does not specify the exact required fields.
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.
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Attachment Added to Task
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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.
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Task Updated
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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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