Make new prospect discoveries actionable in Asana
Capture the next research question while a newly found prospect is still fresh.
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
New prospect discoveries often lack enough context for outreach and get lost before someone fills the gaps.
- Turn newly surfaced records into owned research work.
- Keep supplied discovery details with the task.
- Make the missing information explicit before outreach begins.
Setup
Build it in a few focused steps.
- 1Connect Clearout and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from your preferred channel.
- 3In one instruction, ask Notis to create an Asana research task from each discovery payload and list only unanswered questions supported by the supplied data.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real discovery result and review the task for unsupported assumptions.
Questions about this workflow
Will the workflow enrich missing prospect fields?
Only if Clearout or another connected capability returns those fields. Otherwise, the task can identify them as research questions.
Can it create work for every discovery?
You can define conditions in the instruction to limit tasks to discoveries that need additional research.
Does it send outreach?
No. This workflow creates an Asana research task before outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clearout to Asana. A trigger fires from one place; an action lands in another.
Clearout 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.
Clearout and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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