Give every new Callingly lead a clear next step
Send lead details to Notis and get a ready-to-work follow-up task in Asana.
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 leads can get buried across call tools and inboxes before anyone takes ownership.
- Capture lead context in the team's task system
- Reduce manual copying between tools
- Give follow-up work a visible home
Setup
Build it in a few focused steps.
- 1Connect Callingly and Asana to Notis once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create an Asana task from the lead details received from Callingly, preserving the caller's context and requested follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Send one real lead example to the webhook and review the resulting Asana task.
Questions about this workflow
Does Callingly provide a native trigger for this workflow?
No. Start it with a Notis webhook, which receives an HTTP request containing lead details.
What should the webhook request include?
Include the lead information and follow-up context you want Notis to use. Notis can only use details supplied in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Callingly to Asana. A trigger fires from one place; an action lands in another.
Callingly 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.
Callingly and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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