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Notis

Align Asana projects with Close initiatives

Know which sales efforts have a real execution home.

Trigger

Recurring schedule

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

Action

Get multiple projects

Returns a list of projects, optionally filtered by workspace, team, or archived status, supporting pagination for large datasets.

Why this helps

Active initiatives multiply while project lists become stale and confusing.

  • Find orphaned initiatives
  • Reduce project sprawl
  • Improve operating visibility

Setup

Build it in a few focused steps.

  • 1Connect Close and Asana once.
  • 2Create an automation describing the project inventory review.
  • 3Pick a recurring cron trigger and choose a report channel.
  • 4Test with the current initiative list.

Questions about this workflow

Does this archive projects?

No. It retrieves project data for comparison and reporting.

Can it flag missing projects?

Yes. Tell Notis to identify Close initiatives without a matching Asana project.

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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