Carry Asana review handoffs into Clientary
When work reaches review in Asana, prompt an update to its matching Clientary task.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update Task
Tool to update an existing task in Clientary with partial or complete field modifications. Use when you need to modify task details such as title, description, completion status, assignee, or due date. All fields except ID are optional.
Why this helps
A review handoff in one tool can leave a stale status in the tool used to track client work.
- Make review handoffs visible in Clientary.
- Reduce status updates entered twice.
- Keep the update tied to a real Asana section change.
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 update the corresponding Clientary task for an Asana task moved into review, using the status meaning you specify.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task moved into the review section.
Questions about this workflow
Can this set a specific Clientary status?
Clientary's Update Task action supports completion status. Specify the intended update in your instruction and use only status information supported by the task context.
What if no matching Clientary task is found?
Ask Notis to report the missing or uncertain match rather than updating an unrelated task.
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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