Turn scheduled Clay table reviews into follow-up work
Let a recurring review surface leads needing action and give each one a clear Asana next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Leads can sit untouched in a workspace table when nobody remembers to review it.
- Review available Clay data on a recurring schedule.
- Create follow-up tasks for leads that meet your stated criteria.
- Make routine lead review easier to act on.
Setup
Build it in a few focused steps.
- 1Connect Clay and Asana once in the Notis portal.
- 2Create an automation in Notis and describe which leads need follow-up and what task outcome to create.
- 3Choose a recurring Notis cron trigger and set its schedule.
- 4Choose where Notis run reports should go.
- 5Test with one real lead from the Clay data Notis can access.
Questions about this workflow
Does Clay send a trigger for each new lead?
No Clay trigger events are listed. This workflow starts on a Notis schedule and reviews data available through the connected Clay account.
Can it detect leads that have never been contacted?
Only if the connected data contains a suitable contact history or you provide another reliable criterion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Asana. A trigger fires from one place; an action lands in another.
Clay 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.
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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.
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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.
Clay and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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