Catch possible duplicate leads before follow-up
Give your team a quick review point when new contact details appear to match an existing lead record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Duplicate prospect records can lead to repeated outreach and fragmented notes.
- Surface likely repeated submissions for human review.
- Reduce the chance of overlapping outreach.
- Keep duplicate handling visible in the team's task flow.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Asana once in the Notis portal.
- 2Create and name an automation in Automations, New Automation.
- 3Ask Notis to enrich each submission, compare it only with reference records you provide or an explicitly available source, and create an Asana review task when a likely duplicate is found.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one new contact and one known duplicate reference.
Questions about this workflow
Can Bettercontact search our whole CRM for duplicates?
Not from the capabilities described here. Provide reference records or another available source for comparison, and have Notis label matches as possible duplicates for review.
Will it merge records?
No. This workflow creates a review task. A person can decide whether records should be merged in the appropriate system.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bettercontact to Asana. A trigger fires from one place; an action lands in another.
Bettercontact 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.
Bettercontact and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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