Conversations are preserved—as notes
Team members comment on an Asana task, and Notis automatically records those conversations as notes in Salesforce. No context is lost.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Asana captures collaboration in comments, but those insights never reach Salesforce. Conversation context is invisible to your CRM.
- All team conversations are captured in Salesforce
- Context for decisions is preserved in one place
- Reduce time searching for conversation history
- Improve handoff quality between teams
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Tell Notis: 'Create a Salesforce note when someone comments on an Asana task'
- 3Notis monitors comments and creates notes
- 4Select trigger: New Comment on Task (Asana event)
- 5Choose your channel for notifications
- 6Comment on an Asana task and verify a note appears in Salesforce
Questions about this workflow
Does every comment become a note?
Yes—each new comment triggers a note. To be selective, refine: 'Create a note only for comments that mention [keyword] or come from [person].'
Who is the note author in Salesforce?
Notis records the commenter's name and creates the note in your Salesforce account. You can request customization.
Does it include the comment timestamp?
Yes, all metadata is captured so you have the full audit trail.
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.
Connect any two apps with Notis in the middle.
Not just Asana and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.