Auto-Activate Delivery Projects When Deals Close
Deal closes in Hubspot? Notis instantly clones your delivery project template in Asana so delivery picks up where sales left off.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Duplicate Task
Duplicate a task
Why this helps
Deals close but delivery projects are manually copied, leading to delays, misconfigured timelines, and inconsistent delivery structures.
- Delivery starts instantly—no setup delay
- Consistent structure for every client
- All templates, checklists, and sections ready
- Zero manual project creation
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create a master delivery project template in Asana with all standard sections, tasks, and timelines.
- 3Create automation: 'Deal Won—Duplicate Delivery Project'. Trigger on 'Hubspot: Deal Stage Updated' for 'Won' stage.
- 4Tell Notis: 'When a deal is marked Won, duplicate our delivery project template, rename it with the client name and deal amount, and set the team to [sales+delivery team].'
- 5Test with a deal moving to Won and verify the full project appears in Asana with all sections and tasks intact.
Questions about this workflow
Will the duplicated project have all our templates and subtasks?
Yes. Asana duplication is complete—all sections, tasks, custom fields, and timelines copy over exactly.
Can I customize the project name automatically?
Absolutely. Notis reads the client name and deal amount from Hubspot and creates a tailored project name.
What if we need different templates for different deal types?
Set up multiple automations, each triggered for a different deal stage or product type, each duplicating the right template.
Can we auto-assign team members to the new project?
Yes. Notis adds the delivery team, sales lead, and account manager to the project automatically.
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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