Make time to reset your account follow-up list
Set aside a repeatable moment to review the accounts that matter and clear out follow-ups that no longer fit.
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
Prospect lists grow quietly, making it hard to see what is current and what deserves attention next.
- Create a regular checkpoint for account decisions
- Prompt a fresh look at active follow-ups
- Keep review work visible in Asana
Setup
Build it in a few focused steps.
- 1Connect Blitz API and Asana once in the Notis portal.
- 2Create an automation and describe the weekly account review outcome in one instruction.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose where you want run reports to go.
- 5Test one run with the account information available and check the task.
Questions about this workflow
Will it know which accounts are still active?
Only if the relevant information is available to the automation or supplied in your instruction. Otherwise, use the task to prompt a manual review.
Can I use this to create a recurring task?
This workflow creates a task each time the schedule runs. Set a schedule that matches your review cadence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Blitz API to Asana. A trigger fires from one place; an action lands in another.
Blitz API 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.
Blitz API and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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