Sync New Salesforce Accounts to Asana Projects Instantly
When a new account is created in Salesforce, Notis instantly creates a dedicated Asana project. Your team sees the account, understands the work, and starts moving without context-switching.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
New accounts in Salesforce sit disconnected from your Asana projects, forcing manual project setup and creating gaps between sales and execution.
- Account projects exist before you remember to create them
- No manual switching between Salesforce and Asana
- Team knows what work ties to which account immediately
- Onboarding structure starts automatically
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis (one time, in the portal).
- 2Create a new automation: name it 'Account to Project', write the prompt 'When a new account is created in Salesforce, create a matching project in Asana with the account name and description', and select the Account Created trigger.
- 3Pick your notification channel (email, Telegram, Slack) to get alerts when projects are created.
- 4Test with a real account creation in Salesforce and confirm the Asana project appears.
Questions about this workflow
Will the Asana project template or structure match our setup?
Notis creates the project with the account name and basic info. You can update the template afterward, and future accounts will inherit any structural changes you make.
What if we create an account in Salesforce by mistake?
Notis will create the project. You can delete the project in Asana or adjust your automation to filter by account type in the plain-language prompt.
Does this work with existing accounts?
This triggers on new account creation. For existing accounts, use a webhook trigger to manually run the automation on demand.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Asana. A trigger fires from one place; an action lands in another.
Salesforce triggers
Asana actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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 Salesforce and Asana. 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 Asana.