Carry an Asana escalation signal into the support case
Mark the issue for escalation in Asana and make the related case reflect the new context.
Trigger
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.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Escalation signals can be visible to the project team but absent from the support record used to coordinate response.
- Bring escalation context into the support record.
- Make a deliberate tag useful across the team's workflow.
- Reduce repeated explanations when an issue needs attention.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis which tag signals escalation, how to identify the matching case, and what available context to update.
- 4Choose the Asana Tag Added to Task trigger and select a channel for run reports.
- 5Test with one real case-linked task and escalation tag.
Questions about this workflow
Where is the tag information in this Asana event?
The event is inverted: the task is the resource and parent.gid is the tag GID. Use the intended tag rule in your prompt.
Does this change case priority automatically?
Your prompt can request a supported case update, but the necessary tag meaning and matching case details must be clear and available.
What if no case identifier is on the task?
Notis cannot reliably select a case without identifying information. Add a case reference to the task context or describe another reliable match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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 Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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