Pipeline progress syncs automatically
Move a task to 'Closed Won' or 'New Client' in Asana, and Notis automatically creates a new account in Salesforce. Your CRM stays in sync with your workflow.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Your Asana workflow reflects real progress, but Salesforce stays stale because you forget to create records when tasks advance.
- New accounts are created at the right workflow stage automatically
- Reduce delays between Asana updates and Salesforce visibility
- Align your pipeline across both tools without manual effort
- Catch new clients earlier in your process
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce integrations to Notis
- 2Ask Notis: 'Create a Salesforce account when a task moves to [section name]' (e.g., 'Closed Won')
- 3Notis monitors task section movements and creates accounts
- 4Select trigger: Task Moved to Section (Asana event)
- 5Pick your notification channel
- 6Test by moving a task to the specified section and check that an account appears in Salesforce
Questions about this workflow
Which sections should I use?
Any section works. Common use cases: move to 'Won' creates account, move to 'Onboarding' auto-launches client flow.
Can I create different record types based on the section?
Yes. Refine your prompt: 'When a task moves to Won, create a standard account. When it moves to Enterprise, create an enterprise account.'
What if I move tasks back and forth?
Each move triggers the action. You can set up separate automations for specific section transitions if you want more control.
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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