Tags are qualifications—auto-create leads
Tag a task 'prospect' in Asana, and Notis immediately creates a lead in Salesforce. No guesswork, no manual entry.
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 lead
Creates a new lead in salesforce with the specified information.
Why this helps
You use tags to mark prospects in Asana, but have to manually re-enter them into Salesforce, creating duplicate work and forgotten records.
- Turn your Asana tagging system into a qualification funnel
- Eliminate duplicate entry of prospects
- Route qualified leads to Salesforce without context-switching
- Keep your prospect list fresh and synchronized
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis (once per account)
- 2Tell Notis: 'Create a Salesforce lead every time a task gets tagged [your tag name]' (e.g., 'prospect')
- 3Notis watches for the tag and creates leads
- 4Select trigger: Tag Added to Task (Asana event)
- 5Choose your notification channel for run confirmations
- 6Tag an existing Asana task and verify the lead appears in Salesforce
Questions about this workflow
Can I use multiple tags?
Yes. Ask Notis: 'Create a lead if a task is tagged prospect OR prospect-qualified' and Notis will handle both.
What if I remove the tag?
The automation triggers only when the tag is added. Removing it doesn't delete the Salesforce lead—manual cleanup required.
Can leads be routed to specific owners based on tags?
Absolutely. Refine your prompt: 'When tagged cold-lead, create a lead and assign to the cold-lead team; when tagged warm-lead, assign to the warm-lead team.'
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.