Attach call recordings to Pipedrive logs
Notis recognizes an audio recording added to an Asana call-recap task and attaches it to the existing Pipedrive call log.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Attach an audio file to the call log
Adds an audio recording to the call log. that audio can be played by those who have access to the call log object.
Why this helps
A useful recording can live on a task while the relationship history in Pipedrive remains incomplete.
- Keeps call evidence with the relationship history
- Makes reviews and handoffs faster
- Avoids moving audio files manually
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Tell Notis to attach supported audio files from qualifying call-recap tasks to the matching existing Pipedrive call log.
- 3Pick the attachment added trigger and choose a run report channel.
- 4Attach a safe sample recording and verify it on the intended call log.
Questions about this workflow
Does the call log need to exist first?
Yes. This workflow attaches audio to a matching existing Pipedrive call log.
Can non-audio attachments be ignored?
Yes. Require a supported audio file and the appropriate task context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Pipedrive. A trigger fires from one place; an action lands in another.
Asana triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add a comment to a note
Adds a new comment to a note.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
New Task Created
Triggers when a new task is created in a project.
Add a follower to a deal
Adds a follower to a deal.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Add a follower to an organization
Adds a follower to an organization.
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.
Add a follower to a person
Adds a follower to a person.
Task Updated
Triggers when a task is updated in a project.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Asana and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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