Make lead qualification easier to review
Give each lead a focused review task with verified details and the questions your team still needs to answer.
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
Qualification decisions stall when a reviewer must reconstruct a lead's contact context from several tools.
- Put enrichment evidence near the qualification decision.
- Keep unresolved questions visible instead of guessing.
- Make lead review more consistent across the team.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Asana once in the Notis portal.
- 2Create and name an automation from Automations, New Automation.
- 3In one plain language instruction, ask Notis to enrich each submitted lead and create a qualification review task with returned details and unanswered questions.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real lead and check that unknown facts stay marked as unknown.
Questions about this workflow
Does Bettercontact decide whether a lead qualifies?
No. It provides contact enrichment. The workflow creates a task for a person to review against your stated criteria.
Can I supply qualification criteria?
Yes. Include your criteria in the instruction or in the submitted lead data. Notis should not assume criteria you have not provided.
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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