Keep customer follow-up from slipping between systems
Bring customer context and open team work together in a regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
Customer follow-up can fall through the cracks when account context and task status are split across tools.
- Review customer context alongside team tasks
- Spot follow-up work that needs attention
- Reduce manual cross-checking
Setup
Build it in a few focused steps.
- 1Connect Ascora and Asana once in the Notis portal.
- 2Create an automation by asking Notis to review relevant Asana tasks alongside Ascora customer records and report follow-up gaps for the team.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real customer and related task.
Questions about this workflow
Does this create or change tasks?
This workflow retrieves matching Asana tasks for review. Use the run report to surface gaps; the selected action does not edit tasks.
What customer information can it compare?
Only details available from Ascora and Asana can be compared. Include a clear identifier in your instruction or data so the records can be associated.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ascora to Asana. A trigger fires from one place; an action lands in another.
Ascora triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Ascora and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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