Vendor tags create contacts automatically
Tag a task 'vendor' in Asana, and Notis instantly creates a matching contact in Salesforce. Supplier data is recorded without switching tools.
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 contact
Creates a new contact in salesforce with the specified information.
Why this helps
You identify vendors in Asana using tags, but don't maintain a synchronized vendor list in Salesforce.
- Maintain an up-to-date vendor database in Salesforce automatically
- No manual vendor entry into your CRM
- Reduce context-switching between Asana and Salesforce
- Track all key vendors in one place
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'Create a Salesforce contact when a task is tagged vendor' (or your tag name)
- 3Notis watches for the vendor tag and creates contacts
- 4Select trigger: Tag Added to Task (Asana event)
- 5Set notification preferences
- 6Tag an Asana task as vendor and verify a contact is created in Salesforce
Questions about this workflow
What contact type is assigned?
Standard contact by default, but you can ask: 'Mark vendor contacts with a custom field so they're easy to filter.'
Can I import existing vendor contacts?
Yes. Use an initial migration prompt: 'For all tasks already tagged vendor, create contacts in Salesforce' as a one-time setup.
How do I keep vendors unique?
Ask Notis: 'Before creating a vendor contact, check if one with this name already exists and update instead of duplicate.'
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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