Organize and Track Lead Sources Automatically
New contact from LinkedIn? Notis tags their Asana task so you can see which channels bring the best leads.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Leads arrive from multiple channels but you never know which sources are driving real deals because tracking is manual and inconsistent.
- See which channels drive best leads
- Tag automatically—no manual sorting
- Track lead quality by source
- Optimize marketing spend with data
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create Asana tags for each lead source (LinkedIn, Referral, Organic, Event, Paid Ads, Cold Email, etc).
- 3Create automation: 'Contact Source Tagging'. Trigger on 'Hubspot: Contact Created' and let Notis read the contact source field.
- 4Tell Notis: 'When a new contact arrives, read their source in Hubspot and add the matching tag to their Asana task. If source is unknown, tag as [Organic].'
- 5Run the automation on new contacts and verify tags appear correctly in Asana tasks.
Questions about this workflow
Can this tag existing tasks or only new ones?
Notis can tag new tasks automatically. Existing tasks need a one-time bulk run if you want to retag them.
What if a contact has multiple sources?
You can define rules—Notis applies the primary source tag, or multiple tags if you prefer.
Does this help with marketing ROI analysis?
Yes. Over time, you'll see which sources produce the most customers, converting tasks to revenue to understand true ROI.
Can I export this data for reports?
Asana exports tags with tasks. You can pull reports to see source distribution, close rates, and deal sizes by channel.
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.
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When this happens · Trigger
Do this · Action
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