Rescue stale Close leads in Asana
Make stalled opportunities impossible to overlook.
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
Quiet leads consume mental space and rarely get a deliberate next step.
- Surface neglected opportunities
- Create a repeatable review habit
- Clarify ownership and next action
Setup
Build it in a few focused steps.
- 1Connect Close and Asana in Notis once.
- 2Create an automation describing how to review stale leads and create tasks.
- 3Pick a recurring cron trigger and choose where run reports go.
- 4Test with one known stale lead.
Questions about this workflow
How does Notis know a lead is stale?
Your instruction should define the inactivity signal available in the Close data.
Can this run weekly?
Yes. Choose the recurring schedule that fits your review rhythm.
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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