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Keep contact refresh findings beside existing tasks

Add a compact research note to the task where the team is already coordinating the relationship.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Create task comment

Adds a new text comment (story) to an existing asana task, appearing in its activity feed.

Why this helps

Contact refresh results can be missed when they are detached from the active Asana work.

  • Keep recurring research attached to the relevant work.
  • Make updated and missing details easy to review.
  • Avoid a separate research handoff for every refresh.

Setup

Build it in a few focused steps.

  • 1Connect Bettercontact and Asana once in the Notis portal.
  • 2Create and name an automation through Automations, New Automation.
  • 3Tell Notis which supplied contacts and Asana task references to review, then ask it to comment only when there is a useful update or unresolved issue.
  • 4Choose a recurring schedule and a run report destination.
  • 5Test with one contact and task pair.

Questions about this workflow

How are tasks matched to contacts?

Provide the relationship between each contact and Asana task in the input or an accessible source. The workflow should not guess task matches.

Will it comment on every run?

You can ask it to comment only when an update or issue needs attention, which limits repetitive notes.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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