Give invoices that need attention a next step
Turn a scheduled invoice review into clear follow-up work for the team.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Invoice follow-up can be delayed when someone must remember to review records and create a task by hand.
- Create a task for invoices needing action
- Keep follow-up visible to the team
- Reduce manual review overhead
Setup
Build it in a few focused steps.
- 1Connect Ascora and Asana once in the Notis portal.
- 2Create an automation by telling Notis to review Ascora invoices and create an Asana task for each invoice requiring follow-up, including the available customer and invoice context.
- 3Pick a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real invoice requiring follow-up.
Questions about this workflow
Can Notis decide whether an invoice is overdue?
Tell Notis what invoice status or due-date condition to use, and ensure the required details are available from Ascora. Notis should not infer unavailable dates or payment history.
What if the invoice already has a task?
Ask Notis to check for an existing task using a shared invoice identifier before creating one, if that identifier is available in both systems.
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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