Give new Capsule contacts a clear onboarding path
Turn a new relationship into a trackable first step for your team.
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 customer or partner handoffs can stall when nobody turns the CRM entry into assigned work.
- Make new relationship follow-up visible.
- Capture important contact context at the point of handoff.
- Give a teammate a clear starting task when an assignee is provided.
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: Create an Asana onboarding task from each new contact handoff in this request, including the contact context and requested owner when provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact handoff.
Questions about this workflow
Can this assign the task?
The request can specify an owner. Include the relevant Asana user details so Notis can use them.
Does Notis decide what onboarding requires?
No. Describe the onboarding outcome or first step in your instruction, and include any customer-specific requirements in the request.
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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