Organize High-Value Accounts with Dedicated Teams
New enterprise customer in Hubspot? Notis creates a dedicated Asana team so Sales, CS, and Delivery can collaborate in one place.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Team
Tool to create a new team in an asana workspace. use when you need to establish a new team for collaboration.
Why this helps
High-value accounts need cross-functional coordination but teams stay siloed in separate projects—alignment is fragile and communication breaks down.
- One team per account—centralized coordination
- Sales, CS, and Delivery in one space
- No duplicate projects or scattered conversations
- Account history is preserved
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'Enterprise Account Team'. Trigger on 'Hubspot: Contact Created' and filter for contacts marked 'Enterprise' or in your highest tier.
- 3Tell Notis: 'When an enterprise contact is added, create a new Asana team named [Company Name]—Account [Team], then add Sales Lead, CS Manager, Implementation Lead, and Account Owner.'
- 4Set notification destination.
- 5Add a test enterprise contact and verify the team appears in Asana with the right people added.
Questions about this workflow
Can I include different people for different account tiers?
Yes. Define roles by account size or segment, and Notis adds the right team members each time.
What if the account already has a team?
Notis checks first. If the team exists, it skips creation and optionally adds new people to the existing team.
Can we use the team for all account-related projects?
Absolutely—once created, the team can host multiple projects (sales, onboarding, support, renewal) in one organized space.
Does this team get a shared calendar or resources?
Yes. Asana teams include shared projects, portfolios, and views. Your account team has everything in one place.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Asana. A trigger fires from one place; an action lands in another.
Hubspot triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Contact Created Trigger
Contact Created Trigger
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Hubspot and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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