Give new contacts a useful follow-up task
When a new contact needs follow-up, capture the next step while the introduction is fresh.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New contacts can be added to an address book without any reminder to follow up.
- Pair a new contact with a clear follow-up task.
- Keep the reason for reaching out with the task.
- Reduce the risk of losing a promising introduction.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from a channel.
- 3In one instruction, ask Notis to create a task for a new contact only when a follow-up action is supplied or clearly stated in the available contact details.
- 4Pick the Outlook New Contact Added trigger and choose where run reports should go.
- 5Test with one real new contact that has a clear next step.
Questions about this workflow
Will every new contact create a task?
Ask Notis to create a task only when the contact details or your instruction provide a clear follow-up action.
Can it invent a reason to follow up?
No. Supply the needed context in the available contact details or instruction. The task should reflect information that is actually provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Asana. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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