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Notis

Keep sales promises from falling through the cracks

Turn a specific promise made in Blooio into a task your team can actually track.

Trigger

Webhook received

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

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

Sales follow-ups are often agreed in chat, then forgotten when attention moves to the next conversation.

  • Keep explicit promises visible after the conversation ends.
  • Give a sales follow-up a trackable task record.
  • Reduce reliance on memory for customer commitments.

Setup

Build it in a few focused steps.

  • 1Connect Blooio and Asana once in the Notis portal.
  • 2Create an automation that recognizes explicit sales commitments and creates a task with the context.
  • 3Choose the Notis webhook trigger and send the relevant Blooio message data to its endpoint.
  • 4Choose where run reports should go.
  • 5Test with one real sales commitment message.

Questions about this workflow

Will it infer a due date?

Only provide a due date when it is present in the message or supplied in the webhook data.

Can it distinguish a promise from general discussion?

Instruct Notis to create tasks only for specific commitments or agreed follow-ups.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Blooio to Asana. A trigger fires from one place; an action lands in another.

Blooio 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.

Blooio and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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