Attach signed documents to matching deals
Notis recognizes a signed document added to an Asana task and attaches the file to the relevant Pipedrive opportunity.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Add file
Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
Why this helps
The final signed version can remain on a task while the CRM holds an incomplete deal record.
- Keeps the authoritative file with the opportunity
- Reduces searching during handoff
- Makes deal records more complete
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive to Notis once.
- 2Ask Notis to attach signed agreements added to qualifying Asana sales tasks to the matching Pipedrive deal.
- 3Choose the attachment added trigger and a report channel.
- 4Add a safe sample file to a test task and verify it on the deal.
Questions about this workflow
Can draft files be ignored?
Yes. Describe the naming, type, or task context that identifies a final signed document.
What if no deal matches?
Ask Notis to report the exception and leave the file unattached.
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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