Allocate Resources for High-Priority Contacts
New VIP contact in Hubspot? Notis allocates a portion of your team's time in Asana so everyone knows what matters this week.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
High-value contacts demand attention but you don't formally allocate time—they compete with routine work and fall behind.
- VIP contacts get formal time
- Team sees what's prioritized
- Less context-switching
- Resource planning is clear
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'VIP Contact Allocation'. Trigger on 'Hubspot: Contact Created' and filter for contacts marked 'VIP', 'Enterprise', or in your top tier.
- 3Tell Notis: 'When a VIP contact arrives, allocate 8 hours of Account Owner time this week for initial outreach and research.'
- 4Set notification destination.
- 5Add a test VIP contact and verify the allocation appears in Asana showing blocked time for the Account Owner.
Questions about this workflow
How does Notis know the right person to allocate time to?
You define it in the automation: by role (Account Owner, Sales Lead), by team, or by assignment rule.
Can I allocate different amounts for different contact types?
Yes. SMB leads get 2 hours, mid-market get 5 hours, enterprise get 10+—Notis applies the right amount per tier.
What if the person is already fully booked?
Notis shows the allocation regardless, flagging overallocation so you can adjust work or find help.
Can I track time against allocations later?
Yes. Asana allocations track actual time spent vs. planned—you'll see if VIPs are getting the attention promised.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Asana. A trigger fires from one place; an action lands in another.
Hubspot triggers
Asana actions
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Not just Hubspot and Asana. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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