Share a concise sales snapshot with your project team
Turn a sales or order snapshot into a short Asana project update your team can read in context.
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
Founders often spend time assembling a sales update from order data and then repeating it to the project team.
- Share sales context where project work is tracked.
- Reduce manual summarizing and posting.
- Make changes and blockers easier for collaborators to see.
Setup
Build it in a few focused steps.
- 1Connect Baselinker and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the sales update.
- 3Tell Notis to summarize the sales information in each request and publish a concise status update to the Asana project you identify.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real sales snapshot and review the project status update for accuracy.
Questions about this workflow
Does this workflow calculate sales metrics automatically?
Not unless the request or Baselinker data includes the underlying figures. Name any metric or comparison baseline you want included and supply it if it is not available.
How does Notis know which Asana project to update?
Include the project identification in your instruction or request context. The action creates a status update for a specific project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Baselinker to Asana. A trigger fires from one place; an action lands in another.
Baselinker 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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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.
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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.
Baselinker and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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