Keep upcoming trial endings on the team's radar
Give the team time to review upcoming trial endings using the customer and plan details available from Billsby.
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
Trial end dates can pass without a timely review when nobody is watching the billing dashboard.
- Make upcoming trial reviews visible.
- Include available trial and customer context.
- Create time to decide what follow-up is appropriate.
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, ask Notis to find trials ending within your chosen window and create an Asana review task for each relevant record.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real trial record and verify the end-date context.
Questions about this workflow
Can Notis recommend a conversion offer?
The workflow can summarize supplied information, but any offer or outreach policy should be provided in your instruction.
What if trial end dates are not available?
The run cannot identify upcoming trial endings without an end date or equivalent status in the supplied Billsby data.
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.
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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.
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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.
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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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