Bring sales figures into the task update
When a review task is updated to request sales context, Notis can retrieve Dripcel sales and report the returned data.
Trigger
Task Updated
Triggers when a task is updated 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
A review can lose momentum when current sales information requires a separate lookup and manual summary.
- Retrieve sales data when a task calls for it.
- Make returned information available for the review.
- Avoid unsupported comparisons unless a baseline is provided.
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.
- 3Describe the task update that requests a sales lookup and ask Notis to summarize the returned data.
- 4Pick Asana's Task Updated trigger and choose where run reports should go.
- 5Test with one real task update that clearly requests the review.
Questions about this workflow
Can Notis compare the result with last month?
Only if the relevant historical baseline is available in the returned data or provided by your team.
Does retrieving sales change Dripcel records?
No. This action retrieves sales data for reporting.
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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