Tasks sync across both tools
Create a task in Asana, and Notis automatically creates a matching task in Salesforce. Your complete to-do list is visible wherever you work.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
You maintain separate task lists in Asana and Salesforce, causing duplicated effort and inconsistent visibility into work.
- Single source of truth across both platforms
- No duplicate task entry in both tools
- Complete activity visibility in Salesforce
- Reduce context-switching between tools
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Ask Notis: 'Create a Salesforce task every time I make a new Asana task'
- 3Notis watches for new Asana tasks and replicates them
- 4Select trigger: New Task Created (Asana event)
- 5Choose notification channel
- 6Create a test task in Asana and confirm it appears as a task in Salesforce
Questions about this workflow
Should I use Asana or Salesforce for task management?
This automation is best when you use Asana for day-to-day work but need Salesforce visibility. You can choose either as primary.
What if I update a task in Asana?
By default, this automation only handles new tasks. Ask Notis: 'Also update Salesforce tasks when Asana tasks change' for full sync.
Can I filter which Asana tasks replicate?
Yes. Refine: 'Create Salesforce tasks only for high-priority or urgent Asana tasks.'
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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