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
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Triggers when a new task is created in a project.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Task Moved to Section
Triggers when a task is moved to a section 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.
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.
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 Updated
Triggers when a task is updated in a project.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Not just Asana and Salesforce. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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