Tag-Based Notifications: Send Template Messages Automatically
A task gets tagged 'urgent' in Asana. Notis immediately sends a WhatsApp template message to your operations lead, who gets the context and can act within minutes.
Trigger
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.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Tags are useful for categorizing work, but team members don't see tags applied to tasks they're not assigned to. High-priority work goes unnoticed until it's already late.
- Urgent tasks reach the right people instantly
- Template messages are pre-approved by WhatsApp
- Scalable tagging-to-notification system
- Less manual notification overhead
Setup
Build it in a few focused steps.
- 1Connect Asana and WhatsApp to Notis.
- 2Ask Notis: 'When a task is tagged urgent, send a WhatsApp template message to [Team Member] saying the task needs immediate attention.'
- 3Notis will guide you through approving a message template with WhatsApp (required for marketing and out-of-hours messages).
- 4Tag a test task as 'urgent' and verify the template message is delivered.
Questions about this workflow
Why do I need to pre-approve a template?
WhatsApp requires templates to be approved before you can send them outside the 24-hour window. It's a one-time setup per message type.
Can I send different templates for different tags?
Yes. Create separate automations for each tag — one for 'urgent,' one for 'client-facing,' one for 'legal-review,' etc. Each automation can use a different pre-approved template.
What if a task gets tagged after hours?
Template messages can be sent outside the 24-hour window (they're pre-approved). Notifications still go through so urgent work isn't delayed overnight.
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).
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When this happens · Trigger
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