Track Close metrics in Asana
Give recurring sales decisions a visible place in execution.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Custom Field
Tool to create a new custom field in a workspace. use when you need to define a new field for tracking specific information within asana tasks.
Why this helps
Teams repeatedly discuss the same sales metric without a durable project signal.
- Make key metrics visible
- Reduce repeated explanations
- Support consistent project reviews
Setup
Build it in a few focused steps.
- 1Connect Close and Asana once.
- 2Create an automation describing the metric and field definition needed.
- 3Pick a recurring cron trigger and choose a report channel.
- 4Test with one reporting requirement.
Questions about this workflow
Does this fill the field on tasks?
This workflow creates the custom field definition; task updates require a separate action.
Can Notis avoid duplicates?
Ask it to check existing fields before creating a new one.
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.
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.
Close and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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