Keep project status current with Cardly outreach
Give the team a compact view of Cardly outreach progress in the project they use to coordinate.
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 updates fall behind when campaign progress has to be gathered manually from another tool.
- Bring relevant campaign progress into the project status feed.
- Make blockers and next steps easier for teammates to spot.
- Reduce manual status writing.
Setup
Build it in a few focused steps.
- 1Connect Cardly and Asana once in the Notis portal.
- 2In Automations, choose New Automation and enter a name and prompt.
- 3Tell Notis to review Cardly outreach and delivery context and post a concise status update to the related Asana project.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real campaign review and check the project update.
Questions about this workflow
What should the status update include?
Prompt Notis to summarize the campaign progress, notable delivery issues, and next steps supported by the available Cardly context.
Does this create a project?
No. It creates a status update on a related project, so the project needs to exist and be identifiable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cardly to Asana. A trigger fires from one place; an action lands in another.
Cardly 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.
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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.
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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.
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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.
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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.
Cardly and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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