Break purchase follow-up into smaller steps
Capture a carbon removal purchase request and give the follow-up a clear sequence your team can work through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create subtask
Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.
Why this helps
A single purchase task can hide several distinct actions, making ownership and progress hard to see.
- Separate follow-up into visible steps
- Make progress easier to track in Asana
- Reduce the effort of building the checklist by hand
Setup
Build it in a few focused steps.
- 1Connect Cdr platform and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a parent Asana task for a purchase request and add the subtasks your team wants to complete.
- 4Pick a webhook trigger, choose where run reports go, and save the automation.
- 5Test with one real purchase example and review the task and its subtasks.
Questions about this workflow
Can Notis invent a checklist based on our process?
Tell Notis which follow-up steps your team wants. It should not assume steps or data that are not specified.
What does the webhook need to provide?
It should provide enough purchase context to create a useful parent task. Add any process-specific details in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Cdr platform to Asana. A trigger fires from one place; an action lands in another.
Cdr platform 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.
Cdr platform and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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