Move deal next steps into the team's task list
Capture the next action from a deal update as a task the team can work through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A next step recorded with a deal can be forgotten when nobody turns it into assigned work.
- Turn a reported deal action into a task.
- Keep deal context alongside the work item.
- Make follow-up easier to track in Asana.
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 create an Asana task for the next step supplied with a CentralstationCRM deal webhook, including the provided deal context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test it with one real example that includes a concrete deal next step.
Questions about this workflow
Does the automation choose a next step from CRM data?
It can summarize or act on the information supplied in the webhook. The request should include a concrete next step if one is expected.
Can I specify how task creation should work?
Yes. State the desired task outcome in the plain-language automation prompt. Do not rely on details absent from the webhook request.
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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