Catch outreach that needs another touch
Give aging outreach a clear next step before it slips out of view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Follow-up gets missed when nobody has a simple way to spot outreach that has gone quiet.
- Turn qualifying outreach into a visible action item.
- Apply follow-up timing that reflects your team's own process.
- Make quiet or unresolved outreach easier to review.
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 what counts as stale using your follow-up rule, then ask it to create an Asana task for matching Cardly outreach that needs action.
- 4Choose the recurring schedule and select where run reports should go.
- 5Test with one real stale record and confirm the task reflects your rule.
Questions about this workflow
Does Cardly define what counts as stale?
Not in the provided app description. Supply your timing or follow-up rule in the automation prompt.
Will it create duplicate tasks?
Ask Notis to check for an existing matching task before creating one, using a reliable shared identifier where available.
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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