Automate Customer Onboarding Workflows
New customer in Hubspot? Notis creates a complete onboarding checklist in Asana so your CS team has a clear path from day one.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create subtask
Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.
Why this helps
New customers are added but onboarding steps are chaotic—each person does it differently and critical steps get missed.
- Standard onboarding for every customer
- Nothing is forgotten or duplicated
- CS team sees clear next steps
- Repeatable, audit-able process
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'New Customer Onboarding'. Trigger on 'Hubspot: Contact Created' and filter for contacts tagged 'customer' or in a specific stage.
- 3Tell Notis: 'When a new customer is added, create a parent task named after the company, then create subtasks for: account setup, first technical check-in, success plan call, first data import, 30-day check-in.'
- 4Set your notification destination.
- 5Add a test customer contact in Hubspot and confirm the full checklist appears in Asana with all subtasks.
Questions about this workflow
Can I use different checklists for different customer types?
Yes. Define criteria (company size, product tier, industry) and Notis uses the right checklist for each customer.
Can team members mark subtasks complete from Asana?
Absolutely—Asana subtasks work normally. Notis just seeds the structure; your team manages the execution.
What if we need to add steps mid-process?
You can update the automation template anytime, or manually add subtasks to individual customer tasks in Asana.
Will this overload the CS team?
Notis creates the scaffold, but CS controls the pace. Subtasks sit ready so nothing is forgotten, not rushed.
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.
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When this happens · Trigger
Do this · Action
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