Turn vendor review tasks into Cloudcart records
When vendor onboarding reaches your review section, Notis can create the Cloudcart record from the information gathered in the task.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Vendor
Tool to create a new vendor via cloudcart api. use when adding a new brand or partner entity to your store.
Why this helps
Onboarding can be complete in the project, yet vendor setup still waits for a separate store update.
- Use the review handoff to prompt vendor creation
- Reduce re-entry after onboarding work is complete
- Report missing vendor details before creating the record
Setup
Build it in a few focused steps.
- 1Connect Asana and Cloudcart once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to create a Cloudcart vendor when an onboarding task reaches your review section and includes the details needed for the record.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real onboarding task moved into the review section.
Questions about this workflow
What should happen when required vendor details are missing?
Instruct Notis to report what is missing and wait for the task to be updated.
Does this update an existing vendor?
No. The selected action creates a vendor record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Cloudcart. A trigger fires from one place; an action lands in another.
Asana triggers
Cloudcart actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add to Cart
Tool to add an item to the cart. use after confirming a product selection with desired quantity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clear Cart
Tool to remove all items from the specified cart. use when you need to empty the cart before adding new items or starting over.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Category
Tool to create a new category. use when you need to add organizational structure to your product catalog.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Customer
Tool to create a new customer in cloudcart. use when you need to register a new customer profile. provide validated customer details (name, email, and password).
New Task Created
Triggers when a new task is created in a project.
Create Order
Tool to create a new order. use after assembling customer id, cart items, and optional addresses/payment info.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Product
Tool to create a new product. use when you have all details and want to add it to cloudcart.
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 Variant
Tool to create a new product variant for a given product. use when you need to add a variant with specific sku, price, and options.
Task Updated
Triggers when a task is updated in a project.
Create Variant Option
Tool to create a new variant option for a specific product variant. use when you need to add an option (e.g., 'large') with an optional price adjustment to an existing variant.
Connect any two apps with Notis in the middle.
Asana and Cloudcart, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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