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Notis

Add products from package-selection tags

Notis recognizes a confirmed package tag on the Asana task and adds the known product to the matching Pipedrive deal.

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

Add a product to a deal

Adds a product to a deal, creating a new item called a deal-product.

Why this helps

Package decisions can be visible in project work while the deal continues to show outdated product context.

  • Keeps deal products aligned with the latest decision
  • Reduces manual opportunity maintenance
  • Improves product-level pipeline context

Setup

Build it in a few focused steps.

  • 1Connect Asana and Pipedrive in Notis.
  • 2Tell Notis which Asana package tag corresponds to an existing Pipedrive product on the matching deal.
  • 3Select the tag added to task trigger and a reporting channel.
  • 4Add the tag to a safe test task and inspect the deal product.

Questions about this workflow

Will this create unknown products?

No. Ask Notis to use only products that already exist in Pipedrive.

Can duplicate products be avoided?

Yes. Require Notis to check the deal before adding the product.

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.

TriggerScheduled

Add a call log

Adds a new call log.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Add a comment to a note

Adds a new comment to a note.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

Add a follower to a deal

Adds a follower to a deal.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

Add a follower to an organization

Adds a follower to an organization.

ActionInstant

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.

TriggerInstant

Add a follower to a person

Adds a follower to a person.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

Add a follower to a product

Adds a follower to a product.

ActionInstant

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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