Keep customer records in step with project milestones
A task reaching a defined milestone can prompt Notis to update a related contact record with the information the task actually provides.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update Person
Tool to update an existing person by id. use after retrieving the person's current details when you need to modify one or more fields.
Why this helps
Customer records can fall behind when project milestones carry relevant contact updates in their descriptions or comments.
- Refresh identified contact records when project work reaches a milestone.
- Use information present in the task rather than guessing.
- Reduce manual CRM updates after project progress.
Setup
Build it in a few focused steps.
- 1Connect Asana and Centralstationcrm once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe which task milestone updates an identifiable person's CRM record and what confirmed details to apply.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports go.
- 5Test with one real task move and a person whose identity is clear.
Questions about this workflow
Can Notis find the right CRM person from a task?
The prompt should identify the person from details in the task and use available CRM data as needed. If identity is uncertain, have Notis report or skip the update.
Does the trigger let me choose a particular section?
The trigger is the Asana task moved to section event. Describe the intended milestone in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Centralstationcrm. A trigger fires from one place; an action lands in another.
Asana triggers
Centralstationcrm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Connection
Tool to verify the connection status of the centralstationcrm api key. use when validating credentials before making other api calls.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count People
Tool to retrieve the total number of people in the account. use when you need the current total number of contacts in your centralstationcrm account. example: "how many contacts exist in my account?"
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Company
Tool to create a new company record. use when you need to add an organization to your crm before linking it to contacts or deals.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Deal
Tool to create a new deal record. use when needing to log a sales opportunity after grouping contacts or companies.
New Task Created
Triggers when a new task is created in a project.
Create Person
Tool to create a new person record. use when you need to add a person to your crm before linking them to other records.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Person Address
Tool to create a new address for a specific person. use when you need to add or update postal details after confirming person id.
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.
Create Person Assistant
Tool to create a new assistant (assi) entry for a specific person. use after confirming the person id when you need to manage assistant contacts.
Task Updated
Triggers when a task is updated in a project.
Create Person Avatar
Tool to create a new avatar for a specific person. use when you need to attach a base64-encoded image file after confirming the person's id.
Connect any two apps with Notis in the middle.
Asana and Centralstationcrm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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