Keep customer outreach context with the Asana task
Add the Cardly background teammates need without sending them on another context hunt.
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
A task can lack the outreach history that explains why a customer needs follow-up.
- Keep useful outreach context beside the related task.
- Help teammates understand the reason for follow-up.
- Reduce repeated searches across apps.
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 use the request context to find relevant Cardly outreach details and comment on the matching Asana task with a brief summary.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real task and outreach record, then review the comment for relevance.
Questions about this workflow
What if the task or outreach record cannot be matched?
Tell Notis to report that no reliable match was found rather than adding context to an uncertain task.
Can it include the whole outreach history?
Ask for only the relevant summary so the task stays easy to scan.
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.
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Webhook trigger
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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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