Capture Asana prospects as Clientary leads
Give prospect work a record in Clientary as soon as it appears in your Asana project.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Why this helps
Prospect details can live in a task without becoming a lead that is easy to follow up on.
- Reduce repeated prospect data entry.
- Keep prospect follow-up connected to a lead record.
- Use task details when the needed company and contact information is present.
Setup
Build it in a few focused steps.
- 1Connect Asana and Clientary once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create a Clientary lead from new Asana prospect tasks when the available details are sufficient, and report missing details.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real prospect task containing the details needed for a lead.
Questions about this workflow
What if the Asana task lacks contact details?
Clientary lead creation is intended for company and contact information. Ask Notis to report missing details rather than invent them.
Will every new task become a lead?
Describe which new tasks represent prospects in your instruction so unrelated project tasks are not treated as leads.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Clientary. A trigger fires from one place; an action lands in another.
Asana triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
New Task Created
Triggers when a new task is created in a project.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Task
Tool to create a new task in Clientary. Use when you need to create a task with a title, optionally associating it with a project and assignee.
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.
Delete Client
Tool to remove a client and all associated projects, invoices, estimates, and contacts. Use when you need to permanently delete a client from Clientary. WARNING: Deletions are permanent and not reversible.
Task Updated
Triggers when a task is updated in a project.
Delete Lead
Tool to permanently delete a lead and all associated Estimates and Contacts. Use when you need to remove a lead that is no longer needed. Warning: This action is irreversible.
Connect any two apps with Notis in the middle.
Asana and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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