Save material client decisions as deal notes
Notis recognizes a meaningful client decision in an Asana comment and records the essential context on the relevant Pipedrive deal.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Add a note
Add a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.
Why this helps
Commercial decisions can become buried in task discussion and disappear from future pipeline review.
- Preserves important decisions outside task chatter
- Makes deal review faster
- Creates a stronger handoff record
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive in the Notis portal.
- 2Create an automation that summarizes material client decisions in new Asana comments as notes on the matching Pipedrive deal.
- 3Choose the new comment trigger and a reporting channel.
- 4Post a safe test decision comment and review the note.
Questions about this workflow
Can routine comments be ignored?
Yes. Define material decisions such as scope, price, timeline, or ownership changes.
Can open questions be included?
Yes. Ask Notis to preserve unresolved items alongside confirmed decisions.
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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