Keep customer revenue context with the task
A customer insight is more actionable when its context appears in the task the team is already working from.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Customer signals and delivery work live in separate places, so useful context can be missed during follow-up.
- Keep customer context beside related work
- Help teammates understand why follow-up matters
- Avoid copying the same insight into multiple conversations
Setup
Build it in a few focused steps.
- 1Connect Baremetrics and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the customer insight sent to its webhook to add a concise comment to the related Asana task, preserving only supported details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer example and verify the comment lands on the intended task.
Questions about this workflow
How does Notis know which task to comment on?
Include a task reference or enough identifying context in the webhook request or instruction. If the correct task cannot be identified, Notis should ask for or report the missing detail.
Can it infer why a customer is at risk?
It can summarize supplied Baremetrics insights, but it should not invent a reason that the data does not support.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baremetrics to Asana. A trigger fires from one place; an action lands in another.
Baremetrics 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.
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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.
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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.
Baremetrics and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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