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
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
Not just Hubspot and Asana. Any combination from 985+ integrations.
When this happens · Trigger
Do this · Action
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