Keep deal pipelines in sync with Asana progress
When a task moves through Asana sections, the corresponding HubSpot deal moves with it. No more out-of-sync pipelines.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create batch of deals
Creates multiple deals in hubspot crm; ensure any associated object ids, deal stages, and pipeline ids specified are valid and exist within the hubspot account.
Why this helps
Ops teams work in Asana while sales tracks deals in HubSpot—but they never sync. Someone forgets to update HubSpot. Then sales forecasts are wrong. Founders waste energy refereeing version conflicts instead of selling.
- HubSpot deals always reflect Asana project reality—single source of truth
- No more 'was this actually closed?' questions across teams
- Forecasts and reports stay accurate without manual intervention
Setup
Build it in a few focused steps.
- 1Connect Asana and HubSpot to Notis.
- 2Create an automation with trigger 'Task Moved to Section.'
- 3Give Notis an instruction: 'When a task is moved to [Section Name], create or update a deal in HubSpot with the corresponding stage.'
- 4Choose your notification channel.
- 5Move a test task to the section—the deal appears in HubSpot automatically.
Questions about this workflow
Does this work for all sections or specific ones?
You choose. Tell Notis 'Only for sections named Done, Ready to Launch, etc.' or include all sections—your call.
What deal stage does it create?
Notis maps Asana section names to HubSpot deal stages intelligently. If the mapping isn't right, just clarify in your prompt: 'In Progress → Negotiation stage.'
Can this update an existing deal instead of creating a new one?
Yes. Mention that in your instruction: 'Update the existing deal instead of creating a duplicate.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Hubspot. A trigger fires from one place; an action lands in another.
Asana triggers
Hubspot actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Task Created
Triggers when a new task is created in a project.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Task Updated
Triggers when a task is updated in a project.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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