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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Comment on Task
Triggers when a comment is added to a task 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.
New Task Created
Triggers when a new task is created in a project.
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 Moved to Section
Triggers when a task is moved to a section in a project.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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