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Keep resolved outreach out of the active queue

Let completed Cardly follow-ups move to the right place in the Asana project.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Finished outreach keeps competing for attention when active task sections are not kept current.

  • Keep active work easier to scan.
  • Reflect Cardly follow-up outcomes in the project task layout.
  • Reduce manual task shuffling.

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 which Cardly outcomes mean resolved and ask it to move the matching existing Asana task into your resolved section.
  • 4Choose the recurring schedule and select where run reports should go.
  • 5Test with one known resolved follow-up and confirm the task moved correctly.

Questions about this workflow

Does this create a section?

No. The selected action moves a task into an existing section, so the project and destination section must already be available.

Can the workflow decide what resolved means?

Provide the resolution criteria in the prompt based on the Cardly context your account exposes.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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