Every task is a potential deal—track it as one
Create a new task in Asana, and Notis automatically creates a matching opportunity in Salesforce. Your pipeline visibility improves without manual entry.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You track potential deals in Asana tasks, but Salesforce lacks deal visibility because you never manually transcribe them into opportunities.
- All deals are visible in Salesforce from task creation
- Unified pipeline across Asana and Salesforce
- Reduce time spent creating duplicate opportunity records
- Improve forecast accuracy with automatic tracking
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce integrations to Notis
- 2Ask Notis: 'Create a Salesforce opportunity every time I make a new Asana task'
- 3Notis watches for new tasks and creates opportunities with task details
- 4Select trigger: New Task Created (Asana event)
- 5Pick your notification channel
- 6Create a test task in Asana and check that an opportunity appears in Salesforce with matching details
Questions about this workflow
What opportunity details does Notis set?
Task name becomes the opportunity name, description is copied, and due date becomes the close date. You can customize this in your prompt.
Can I filter which tasks become opportunities?
Yes. Refine your prompt: 'Create opportunities only for tasks in [project name]' or 'only for high-priority tasks.'
What stage do opportunities start in?
By default, Qualification. Ask Notis to start them in a different stage if you prefer.
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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