Make month-end billing review easier to finish
Turn the checks your team already performs into a short Asana list with useful billing context.
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
Month-end reviews can become a sprawling manual sweep with unclear ownership and repeat checks.
- Put review items in one actionable list.
- Apply a checklist your team controls.
- Include relevant billing facts in each task.
Setup
Build it in a few focused steps.
- 1Connect Billsby and Asana once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, list the month-end checks and ask Notis to create a task for each supported item needing review.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real month-end example and confirm the checklist is represented accurately.
Questions about this workflow
Does Billsby provide accounting reconciliation data?
This workflow can only use the Billsby data available to the run. Supply any reconciliation rules or other source data your checks require.
Can the automation close the books?
No. It creates review tasks in Asana.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Billsby to Asana. A trigger fires from one place; an action lands in another.
Billsby 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.
Billsby and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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