Keep key account contact details fresh
A quarterly refresh helps your team start account conversations with fewer gaps in contact information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Key account plans can rely on contact details that have not been checked since the last review.
- Set a repeatable rhythm for checking important contacts.
- Keep account research and follow-up visible in Asana.
- Identify details that need confirmation before outreach.
Setup
Build it in a few focused steps.
- 1Connect Bettercontact and Asana once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, identify the supplied key account contact list and ask Notis to enrich it and create an Asana task for each record needing confirmation or follow-up.
- 4Choose a quarterly schedule and report destination.
- 5Test with one account contact and review the resulting task.
Questions about this workflow
Does this workflow know which accounts are key?
Provide the key account list or a clear source for it. The workflow cannot infer your account priorities.
Will it create a task for every contact?
You can instruct Notis to create tasks only when the enrichment reveals a detail that needs review or follow-up.
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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