Add enriched phone context to every call task
Keep the number, contact background, and call prep in one place before you pick up the phone.
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
Calling from an incomplete record means extra searching and avoidable delays before the conversation.
- Keep available phone details with the call task.
- Reduce last-minute contact research.
- Give the caller a short context brief before the conversation.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Asana once in the Notis portal.
- 2Create a new automation in Automations and name it for call preparation.
- 3In one instruction, ask Notis to enrich each submitted contact and create an Asana call task with available phone information and a concise profile summary.
- 4Choose a webhook trigger and where run reports should be sent.
- 5Test with one contact record that has known phone details.
Questions about this workflow
Does Bettercontact always return a phone number?
No. The task can include phone information when Bettercontact returns it and note when a number is unavailable.
Can I include a call agenda?
Yes. Include the desired agenda or call goal in your instruction, or supply it with each submitted contact.
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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