Give the team a weekly view of pipeline movement
Share a useful snapshot of sales changes without building the update from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Project teams can miss important pipeline movement when updates require someone to manually assemble the picture.
- Put relevant sales movement into a shared project update.
- Make risks and changes easier to review.
- Reduce manual status writing.
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: Summarize the Capsule pipeline changes for the period I specify and post the update to the Asana project I identify, calling out supplied risks and movement.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with a real period of pipeline data.
Questions about this workflow
Can Notis compare with last week's pipeline?
Only if the prior-period data or baseline is available in the returned data or supplied to the automation.
Which project receives the update?
Specify the Asana project in the instruction or request context.
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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