Create an Asana follow-up task from every enriched lead
Send a lead into Bettercontact and get an Asana task with the contact context your next conversation needs.
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
Lead details end up scattered across forms and enrichment tools, making timely follow-up easy to miss.
- Put verified contact information beside the follow-up work.
- Reduce time spent switching between lead research and task tracking.
- Make the next step clear while the lead is still fresh.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe that Notis should enrich each submitted lead and create an Asana follow-up task with the verified contact details and recommended next step.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test the automation with one real lead submission.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts the automation. Bettercontact does not provide a trigger event in this setup.
What information can the task include?
Notis can use the contact information Bettercontact returns, such as verified email, phone number, and enriched profile details, along with the lead submission.
Does this workflow assign a teammate?
The workflow creates the task. You can ask Notis to include a suggested next step in its description, but assignment should only be requested when you supply a clear assignee instruction.
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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