Keep new client contacts ready for outreach
Capture contact details in an Asana intake task and have Notis add that person to your Dialmycalls contact list.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Why this helps
New client details can sit in an intake task while someone still has to remember to add the person to the calling list.
- Reduce duplicate entry between task tracking and contact management.
- Keep new client phone details available in Dialmycalls.
- Skip contact creation when the task does not provide a usable phone number.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to add the client as a Dialmycalls contact using the phone number and any provided name, email, or group from each new intake task; skip tasks without a phone number.
- 4Choose Asana's New Task Created trigger and select where run reports should go.
- 5Test with one real intake task that includes a phone number.
Questions about this workflow
What details should the intake task include?
Include a phone number. Notis can also use a name, email, or group when those details are present.
Will it add a contact if the task has no phone number?
The instruction tells Notis to skip tasks without a usable phone number.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dialmycalls. A trigger fires from one place; an action lands in another.
Asana triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
New Task Created
Triggers when a new task is created in a project.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
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 Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
Task Updated
Triggers when a task is updated in a project.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
Asana and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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