Categorize Tasks on the Go: Interactive WhatsApp Lists for Asana
A new task lands in Asana. Notis sends an interactive WhatsApp list with options: 'Feature Request,' 'Bug Fix,' 'Client Deliverable,' 'Internal.' The receiver taps one, and it's categorized instantly.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Send interactive list
Send an interactive list message to a whatsapp number. list messages allow users to select from up to 10 options in a structured format. great for menus, catalogs, or choices. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
Tasks are created but often miscategorized or left untagged because categorization feels like extra work. Poor categorization means tasks end up in the wrong queue.
- Instant task classification without opening Asana
- Consistent categorization across all new tasks
- Reduces miscategorization and rework
- Faster routing to the right team
Setup
Build it in a few focused steps.
- 1Connect Asana and WhatsApp to Notis.
- 2Create an automation: 'When a new task is created, send an interactive WhatsApp list asking the team to select the task type: Feature, Bug, Client Work, Internal.'
- 3Notis will set up the list with your categories and route selections appropriately.
- 4Test by creating a new task and checking for the categorization list on WhatsApp.
Questions about this workflow
Can I add or remove categories later?
Yes. Just tell Notis to update the list — 'add a Design Review category' or 'remove the Client Work option.' Plain-language updates apply immediately.
What happens after someone selects a category?
The task gets tagged or labeled in Asana accordingly. You can also set up follow-up actions — for example, 'move it to the relevant team's project' or 'notify the lead.'
Does this work for tasks created by external tools?
Yes. Notis monitors new task creation regardless of source — Asana UI, API, or even other connected tools. All new tasks get the categorization prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Whatsapp. A trigger fires from one place; an action lands in another.
Asana triggers
Whatsapp actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New Task Created
Triggers when a new task is created in a project.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Task Updated
Triggers when a task is updated in a project.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Not just Asana and Whatsapp. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Whatsapp.