Find customer context when project work changes
When an Asana task changes, Notis can search Centralstationcrm for matching records and summarize relevant context for the next step.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Search Records
Search records
Why this helps
Project updates often require customer context that takes time to locate across apps.
- Bring related CRM records into view after project changes.
- Reduce manual searching across customer data.
- Surface matches for review without creating or changing records.
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 what CRM records to search for using task details and what context to report.
- 4Pick the Asana Task Updated trigger and choose where run reports go.
- 5Test with one real task update that contains a customer name or other search clue.
Questions about this workflow
Will this update the CRM record?
No. This workflow searches records and can report relevant context; it does not change a CRM record.
What if a task update does not identify a customer?
Tell Notis to report that it could not identify a useful search clue instead of guessing.
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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