Create Deal Projects Automatically as Deals Progress
Deal moves to 'Proposal' in Hubspot? Notis creates a branded Asana project instantly so your team knows it's game on.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Why this helps
Deals advance but projects don't get created until someone remembers—by then momentum is lost and alignment is fragmented.
- Project exists the moment a deal qualifies
- Team sees the deal instantly—no delays
- Structured workspace for each deal
- Reduces manual project setup
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis through your portal.
- 2Create automation: 'Deal Project Auto-Launch'. Set trigger to 'Hubspot: Deal Stage Updated' and specify which stage (e.g. 'Proposal', 'Negotiation').
- 3Instruct Notis: 'When a deal moves to Proposal stage, create a new Asana project named after the company and deal amount, set visibility to the sales team.'
- 4Choose your notification channel (Slack, email, etc).
- 5Move a test deal to the target stage and confirm the project appears in Asana within 30 seconds.
Questions about this workflow
Can I create different projects for different deal stages?
Absolutely. Set up separate automations for each stage—Notis keeps them organized and distinct.
Who gets access to the new project?
You define this in the plain-language instruction: 'only the sales team', 'the sales and CS teams', or a specific list of people.
What happens if a deal moves backward in the pipeline?
Notis doesn't create duplicate projects—it's smart enough to reuse the existing one or wait for your instruction.
Can task templates be applied automatically?
Notis can populate the project with sections and tasks based on your template; just describe what you need in the automation setup.
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.
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When this happens · Trigger
Do this · Action
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