Bring Cardly order details into follow-up work
When a task comment points to a specific order, retrieve its details so follow-up can continue with the relevant record in view.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Retrieve Order
Tool to retrieve information on a specific order. use after obtaining an order id to fetch its details.
Why this helps
Finding the right order detail can pull attention away from the task that needs follow-up.
- Keep specific order follow-up tied to task discussion.
- Reduce time spent searching for order records.
- Surface available order details in a run report.
Setup
Build it in a few focused steps.
- 1Connect Asana and Cardly once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve Cardly order details when a follow-up comment supplies the order ID.
- 4Pick Asana's New Comment on Task trigger and choose where run reports go.
- 5Test with one real comment containing a valid order ID.
Questions about this workflow
What information is needed to retrieve an order?
The Cardly action needs the order ID. The workflow can only use it if the ID is supplied in the comment or otherwise available to Notis.
Does this place or change an order?
No. It retrieves information about a specific order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cardly. A trigger fires from one place; an action lands in another.
Asana triggers
Cardly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Asana and Cardly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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