Refresh revenue project visibility every month
Keep project status aligned with the latest subscription performance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project Status
Tool to retrieve the full record for a single project status by its gid. use when you need to get the details of a specific project status update.
Why this helps
Project status can lag behind the revenue data that should shape priorities.
- Connects project health to current revenue context
- Creates a dependable monthly check
- Highlights stale or missing status information
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Asana in Notis once.
- 2Create an automation named Monthly revenue status review.
- 3Tell Notis to review ChartMogul performance and retrieve the latest status for the specified Asana project, then report mismatches or missing updates.
- 4Pick the notis_cron trigger and choose a monthly schedule.
- 5Choose a report channel, then test with one real project review.
Questions about this workflow
Does this publish a new status?
This workflow retrieves an existing project status and reports on it.
Can I add a publishing step later?
Yes. Create a separate workflow using the project status update action.
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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