Task updates route leads automatically
Update a task in Asana, and Notis triggers your Salesforce lead assignment rules. Leads reach the right owner without delay.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
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.
Why this helps
Leads sit unassigned in Salesforce because manual assignment is easy to forget after you update a task in Asana.
- Leads are assigned immediately without manual intervention
- Ensure leads reach the right owner based on your rules
- Reduce delays in lead distribution
- Keep your Salesforce pipeline fresh and owned
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'Apply Salesforce lead assignment rules when a task is updated in Asana'
- 3Notis monitors task updates and triggers your lead assignment rules
- 4Select trigger: Task Updated (Asana event)
- 5Set your notification preference
- 6Update an Asana task and check that leads in Salesforce are routed according to your rules
Questions about this workflow
What lead assignment rules get triggered?
All of them—or you can specify: 'Apply the hot-lead rule' or 'Apply rules only for leads tagged hot.'
Does this work with custom assignment logic?
If you have Salesforce workflow rules or flow, those will execute. Notis passes the trigger and Salesforce's native rules take over.
Can I limit this to specific task updates?
Yes. Refine: 'Apply lead rules only when a task is marked complete' or 'only when the priority field changes.'
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.