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Make relationship progress visible across the project

Summarize the customer or partner context that matters in the project's Asana status update.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Project Status Update

Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.

Why this helps

Project updates often miss relationship progress or blockers that live in the CRM.

  • Keep project stakeholders informed about relationship-related progress.
  • Surface blockers while there is still time to respond.
  • Save time writing status updates from scattered context.

Setup

Build it in a few focused steps.

  • 1Connect Attio and Asana once in the Notis portal.
  • 2Create an automation in Automations, New Automation, with a name, prompt, report channel, and trigger.
  • 3In one instruction, tell Notis how to turn supplied Attio context into a concise project status update, including progress and blockers when present.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real request for an existing Asana project.

Questions about this workflow

What information should the webhook request include?

Include the relevant relationship context and enough information to identify the Asana project.

Will Notis invent progress details?

The prompt should direct Notis to report only what the request supports and call out missing information when needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Attio to Asana. A trigger fires from one place; an action lands in another.

Attio triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Attio and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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