Turn customer concentration risk into action
Make concentration risk visible before it becomes a planning surprise.
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
Revenue concentration is easy to acknowledge and hard to operationalize without an owner.
- Creates an owned risk response
- Captures the affected segment and exposure
- Supports mitigation planning
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Asana in Notis once.
- 2Create an automation named Customer concentration risk.
- 3Tell Notis to create an Asana task when the webhook reports material concentration risk, including exposure, affected customers, and mitigation ideas.
- 4Pick the notis_webhook trigger and provide its endpoint to the sender.
- 5Choose a report channel, then test with one real concentration payload.
Questions about this workflow
Can the task include a review deadline?
Yes. Include a deadline rule in the instruction when the data supports it.
Can Notis avoid exposing unnecessary customer details?
Yes. Tell it to include only the minimum context needed for the Asana task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ChartMogul to Asana. A trigger fires from one place; an action lands in another.
ChartMogul 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.
ChartMogul and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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