Route retention work to the right Asana section
Keep the retention board organized as new signals arrive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Important tasks get buried when every retention issue lands in one undifferentiated list.
- Keeps queues organized by urgency or motion
- Reduces manual board maintenance
- Makes the next action easier to find
Setup
Build it in a few focused steps.
- 1Connect ChartMogul and Asana in Notis once.
- 2Create an automation named Retention section routing.
- 3Tell Notis to interpret each webhook signal and move the referenced Asana task to the appropriate existing section.
- 4Pick the notis_webhook trigger and provide its endpoint to the sender.
- 5Choose a report channel, then test with one real retention signal.
Questions about this workflow
Can routing use several criteria?
Yes. Describe the criteria and the existing section names in the instruction.
Does this create a new task?
No. This workflow organizes an existing 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.
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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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