Bring sales data into the review handoff
Move the review task forward and get Dripcel sales data in the run report, ready to inform the team's discussion.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
Why this helps
Sales review gets fragmented when the task and the relevant sales information live in different places.
- Retrieve sales data at a defined review handoff.
- Keep the lookup associated with its Asana task.
- Summarize returned data without assuming an unsupported baseline.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to retrieve Dripcel sales and summarize the returned information for the task.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real task moved into your sales review section.
Questions about this workflow
Does this compare sales with a target?
Only if the target is supplied by your team. The action retrieves sales data but does not provide an external baseline.
Can I request a complete sales view?
The action retrieves sales data. Have Notis summarize the results returned by Dripcel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dripcel. A trigger fires from one place; an action lands in another.
Asana triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Asana and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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