Keep the right teammates in the outreach loop
Make sure the people responsible for a Cardly follow-up see task updates as they happen.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A handoff can disappear when the next owner is not included in the task conversation.
- Notify the people responsible for the next step.
- Keep handoff ownership visible on the task.
- Reduce manual coordination after an outreach request.
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 webhook handoff details to find the related Asana task and add the specified teammates as followers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff and verify the intended teammates are followers.
Questions about this workflow
Who gets added as a follower?
The prompt and webhook context should identify the intended teammates. Notis needs enough information to match them in Asana.
What happens if the task or person is unclear?
Have Notis report the missing or ambiguous match so a person can resolve it safely.
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.
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.
Cardly and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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