Make deal changes visible to the project team
When a deal shifts, give the team a shared update in the Asana project they use to act on it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
A changed deal can affect a team plan before the people managing that plan hear about it.
- Share a deal change in the identified Asana project.
- Keep the update grounded in details supplied with the webhook.
- Give project collaborators a shared place to see the change.
Setup
Build it in a few focused steps.
- 1Connect CentralstationCRM and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to post an Asana project status update when a deal change is reported, summarizing the supplied change and context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test it with one real example that identifies an Asana project and includes a deal change.
Questions about this workflow
Can the workflow detect deal changes by itself?
The start is a Notis webhook, so the request must report the deal change and provide its relevant context.
What if no Asana project is identified?
The prompt should ask Notis to use a project identifier supplied with the request. Without one, the intended project is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Centralstationcrm to Asana. A trigger fires from one place; an action lands in another.
Centralstationcrm 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.
Centralstationcrm and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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