Turn demo requests into clear sales next steps
Make sure prospects who ask for a demo get a visible follow-up task.
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
Demo requests can be overlooked when sales follow-up depends on checking forms manually.
- Identify requests that need a human response
- Create a task with the prospect's stated needs
- Keep sales follow-up visible
Setup
Build it in a few focused steps.
- 1Connect Cabinpanda and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to review the relevant Cabinpanda demo request and create an Asana task when the prospect requests a demonstration or personal follow-up.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real request and verify the task captures the stated need.
Questions about this workflow
Will Notis schedule the demo?
No. The listed action creates an Asana task so a person can handle scheduling.
Can the task include the prospect's questions?
Yes, if Cabinpanda returns them. Ask Notis to include the questions as supplied and avoid inventing answers.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cabinpanda to Asana. A trigger fires from one place; an action lands in another.
Cabinpanda 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.
Cabinpanda and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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