Add Asana project context to Charla handoffs
Hand off customer work with the project picture already in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a project
Retrieves a specific asana project by its `project gid`, with an option to include additional fields for comprehensive details using `opt fields`; this action does not return tasks within the project.
Why this helps
Handoffs lose momentum when project context is missing.
- Improve cross team handoffs
- Reduce repeated research
- Give customers clearer updates
Setup
Build it in a few focused steps.
- 1Connect Charla and Asana in Notis once.
- 2Create an automation asking Notis to retrieve the related Asana project details for each handoff.
- 3Choose a notis_webhook trigger.
- 4Select a report channel and test with one handoff.
- 5Review the summary for relevance and clarity.
Questions about this workflow
Can it include project custom fields?
Ask Notis to request the additional project fields needed for the handoff.
Is the project changed?
No, this workflow only retrieves project details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Charla to Asana. A trigger fires from one place; an action lands in another.
Charla triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Charla and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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