Give every prospective customer call a clear next step
Turn a new conversation into a small, actionable qualification task so useful context is ready before the call.
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
New prospect conversations can arrive without a consistent way to capture what the team needs to learn.
- Give prospect calls a consistent preparation structure.
- Keep booking details with sales follow-up work.
- Help the team focus on the questions that matter.
Setup
Build it in a few focused steps.
- 1Connect Calendly and Asana once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to create an Asana qualification task for each prospect meeting, using the supplied booking context and your qualification questions.
- 4Choose the webhook trigger and the channel for run reports.
- 5Test with one real prospect booking and inspect the task.
Questions about this workflow
Can it identify whether someone is a prospect?
Use booking context or information included in the webhook request to identify prospect meetings.
Will Notis fill in answers to qualification questions?
No. The workflow can create prompts or questions in the task, but answers must come from the conversation or supplied context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Calendly to Asana. A trigger fires from one place; an action lands in another.
Calendly 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.
Calendly and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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