See the available balance as transcription is planned
A planning tag can prompt a current funding check before the team decides whether to proceed with an order.
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
Get Prepay Balance
Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.
Why this helps
Funding uncertainty can surface late if balance checks happen only after transcription details are settled.
- Make a funding check part of the planning signal.
- Bring current balance data into an early decision.
- Avoid automatically ordering or promising available funds.
Setup
Build it in a few focused steps.
- 1Connect Asana and CastingWords once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to retrieve the current prepay balance when the intended transcription planning tag is added.
- 4Pick Asana's Tag Added to Task trigger and choose where run reports go.
- 5Test by adding the planning tag to one real task.
Questions about this workflow
How does Asana represent the added tag in this event?
The event structure is inverted: the resource is the task and the parent is the tag, so parent.gid gives the tag GID.
Does this check whether the balance covers the selected service?
No. It retrieves the current balance. Use the SKU lookup for available services and pricing, then compare with the balance.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Castingwords. A trigger fires from one place; an action lands in another.
Asana triggers
Castingwords actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel and Refund Audio File
Tool to cancel an ordered audio file and issue a refund if applicable. use when no transcription work has been done on the file (pre-processing, audio processing, error states).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Prepay Balance
Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.
Attachment Added to Task
Triggers when an attachment is added to a task.
Get registered webhook URL
Tool to retrieve the currently registered webhook url for account notifications. use when you need to verify your webhook setup.
New Comment on Task
Triggers when a comment is added to a task in a project.
Order Transcript
Tool to create a new transcription order for audio/video at a url. use when you have an accessible media url and need to initiate transcription.
New Task Created
Triggers when a new task is created in a project.
Order Upgrades
Tool to order an upgrade for a specific audio file. use after transcription is complete to add items like timestamps or extra editing. example: 'order timestamps for file 12345'.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Register Webhook
Tool to register a webhook url to receive transcript completion notifications. use when you want castingwords to post transcript-complete events to your service endpoint.
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.
List Available SKUs
Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.
Task Updated
Triggers when a task is updated in a project.
Test Webhook Call
Tool to request a test webhook call for a specific event type. use after registering a webhook url to ensure webhook notifications are functioning properly.
Connect any two apps with Notis in the middle.
Asana and Castingwords, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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