Keep contact context with the Asana task
Bring the CRM detail your team needs into the task where the work happens.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Important customer context is easy to miss when it is separated from the task being worked on.
- Keep a customer update near the work it affects.
- Make handoffs easier to follow.
- Preserve context without rewriting it by hand.
Setup
Build it in a few focused steps.
- 1Connect Capsule CRM and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: Add the Capsule contact update from this request as a comment on the specified Asana task, keeping the key context intact.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact update and its related task.
Questions about this workflow
How does Notis know which task to comment on?
Include the Asana task identifier in the webhook request, or clearly identify the task in the request details.
Does this create a task?
No. This workflow adds a comment to an existing task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Capsule crm to Asana. A trigger fires from one place; an action lands in another.
Capsule crm 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.
Capsule crm and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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