Route qualified prospects into the right stage
When a lead meets your criteria, put its existing task into the section your team uses for qualified work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Qualified leads can remain buried among general tasks when someone has to manually update the project stage.
- Make qualified work easier to find in the project
- Keep task organization aligned with lead qualification
- Reduce manual project housekeeping
Setup
Build it in a few focused steps.
- 1Connect Autobound and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for qualified lead routing.
- 3Tell Notis in one instruction to add the related existing Asana task to the appropriate section when a webhook contains an Autobound lead that meets your qualification criteria.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one qualified lead, its task, and the destination section.
Questions about this workflow
Does this create a task?
No. Action 917 adds an existing task to a section. The webhook or available data needs to identify the task and section.
Can the qualification rules be customized?
Yes. State the criteria in your instruction and make sure the necessary lead information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Autobound to Asana. A trigger fires from one place; an action lands in another.
Autobound 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.
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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.
Autobound and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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