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Get the full Asana project view for an initiative

Give every sales initiative a clear execution briefing.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get a project

Retrieves a specific asana project by its `project gid`, with an option to include additional fields for comprehensive details using `opt fields`; this action does not return tasks within the project.

Why this helps

Initiative discussions lose time while people search for the current project record.

  • Speed up reviews
  • Reduce scattered context
  • Make next decisions clearer

Setup

Build it in a few focused steps.

  • 1Connect Close and Asana once.
  • 2Create an automation describing the initiative-to-project lookup and summary.
  • 3Choose a webhook trigger and a report channel.
  • 4Test with one active initiative.

Questions about this workflow

What information can be retrieved?

The action retrieves the specified Asana project's full details.

Can Notis prepare a briefing?

Yes. Ask it to summarize the returned project for the Close initiative.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Close to Asana. A trigger fires from one place; an action lands in another.

Close triggers

Asana actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Create a project

Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Close and Asana, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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