Auto-Organize Asana by Account with Automatic Section Creation
When an account is created in Salesforce, Notis creates a dedicated section in your Asana project. Account work is organized from day one.
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 section in a project
Creates a new section in a project, optionally positioned relative to an existing section in the same project, and returns the full record of the new section.
Why this helps
New accounts arrive in Salesforce but Asana projects have no structure to hold account-specific work. Tasks pile up unsorted or get lost in generic lists.
- Sections appear automatically for new accounts
- Project structure adapts to your customer base
- No manual section setup ever needed again
- Account work is naturally grouped and visible
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When an account is created in Salesforce, create a new section in [Asana project] named after the account.'
- 3Select the Account Created or Updated trigger and your notification channel.
- 4Test by creating an account in Salesforce and verify the section appears in your Asana project.
Questions about this workflow
Which Asana project should receive the section?
Specify the project in your prompt, e.g., 'in the Customer Delivery project' or 'in the project matching the account industry'.
Can we use account fields to customize section naming?
Yes. Your prompt can be specific: 'create a section named [Account Name] - [Industry]' or 'create a section with the account segment as a prefix'.
What if we want sections only for certain account types?
Add a filter to your prompt: 'only create sections for enterprise accounts' or 'only for accounts in North America'.
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.
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When this happens · Trigger
Do this · Action
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