Attachments become evidence—recorded automatically
Attach a contract, proposal, or proof-of-concept to an Asana task, and Notis immediately creates a note in Salesforce with the attachment details.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
You attach supporting documents in Asana, but Salesforce never sees them. Evidence stays siloed and hard to find.
- Ensure all supporting docs are recorded in Salesforce
- Create an audit trail for every attachment
- Reduce time searching for evidence across tools
- Keep deal context visible to the whole team
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Tell Notis: 'Create a Salesforce note whenever an attachment is added to an Asana task'
- 3Notis listens for attachments and logs them as notes
- 4Select trigger: Attachment Added to Task (Asana event)
- 5Choose notification channel
- 6Add an attachment to an Asana task and verify a note appears in Salesforce
Questions about this workflow
What gets recorded in the note?
The attachment name, upload date, and a reference to the Asana task. You can ask Notis to include additional details like file size or task context.
Does it link back to Asana?
Notis creates a note with context. You can ask it to include the Asana task URL for direct linking.
What file types work?
All Asana attachment types are supported—PDFs, images, spreadsheets, and links.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Salesforce. A trigger fires from one place; an action lands in another.
Asana triggers
Salesforce actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Triggers when a new task is created in a project.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
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.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Task Updated
Triggers when a task is updated in a project.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
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When this happens · Trigger
Do this · Action
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