Deal tags trigger opportunity creation
Tag a task 'deal' or 'pipeline' in Asana, and Notis creates a matching opportunity in Salesforce instantly. Pipeline visibility happens automatically.
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
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You label deals in Asana using tags, but never create the corresponding opportunities in Salesforce. Your pipeline is incomplete.
- Opportunities appear in Salesforce automatically when tagged
- No manual opportunity creation needed
- Keep your pipeline synchronized across tools
- Reduce administrative burden on deal entry
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'Create a Salesforce opportunity whenever a task is tagged deal' (or use your tag name)
- 3Notis listens for the tag and creates opportunities
- 4Select trigger: Tag Added to Task (Asana event)
- 5Set notification preferences
- 6Tag a task with your deal tag and verify an opportunity is created in Salesforce
Questions about this workflow
Can I use different tags for different deal types?
Yes. Ask Notis: 'When tagged enterprise-deal, create an opportunity in the Enterprise stage. When tagged small-deal, use the SMB stage.'
What information goes into the opportunity?
Task title, description, and due date are synced. Customize by asking: 'Include the task assignee as the opportunity owner.'
Can tags trigger different Salesforce record types?
Absolutely. You can set up multiple automations: 'tag = deal' creates opportunity, 'tag = partner' creates partnership record, etc.
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.
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When this happens · Trigger
Do this · Action
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