Make prospect risks visible before they become dropped follow-ups
Give unusual or concerning results a clear review path with evidence close at hand.
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
Risk signals are easy to miss when they appear as one line among routine prospect results.
- Route specified exceptional results into visible work.
- Keep supplied risk evidence beside the escalation.
- Separate unusual cases from routine prospect processing.
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 escalation task only when the webhook payload matches risk conditions you state, and include the supplied evidence.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real risk case and confirm the task explains why it was escalated.
Questions about this workflow
What counts as a risk?
Define the specific Clearout outcomes or prospect criteria that require review; the workflow should not invent a risk policy.
Does escalation make a final decision?
No. It creates a task for a person to review the supplied evidence.
Can it include a baseline?
Yes, if you supply one or it is available to the automation.
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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