Give the team a regular pipeline update
Bring the CRM picture into the project space with a concise update based on the data Notis can access.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Teams may lack a shared view of pipeline changes when updates are scattered across customer records.
- Put a recurring deal summary in the relevant Asana project.
- Make changes visible without manually writing each update.
- Keep the update tied to CRM information available to Notis.
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 review accessible deal data for the period and post a concise Asana project status update using the changes and context it can verify.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the project and available deal data are clear.
Questions about this workflow
Can Notis compare this period with the previous period?
Only if the connected CRM data exposes enough history or you provide a baseline. Otherwise, ask for a summary of the current available data.
How does Notis know which project to update?
Specify the intended project in your prompt or provide a project identifier in a reliable way available to the automation.
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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