Keep Your Asana Tasks in Sync with Salesforce Contact Updates
When a Salesforce contact is updated, Notis immediately posts a comment to the linked Asana task with the change details. Your team stays informed without checking Salesforce.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Contact info changes in Salesforce but your Asana tasks remain silent. Team members work with stale context, missing critical updates about decision-makers or account status.
- Contact changes appear in task comments instantly
- No need to check Salesforce for the latest info
- Full history of contact interactions in one place
- Team coordination improves when context is current
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a contact is updated in Salesforce, post a comment to the related Asana task summarizing what changed, such as title, phone, email, or status.'
- 3Select the Contact Updated trigger and your notification channel.
- 4Test by updating a contact in Salesforce and confirm the comment appears on the Asana task.
Questions about this workflow
Which contact changes should trigger a comment?
You decide in the prompt. For example: 'only comment when phone, email, or decision-maker status changes' or 'comment on any field update'.
How does Notis know which Asana task to comment on?
You guide this in the prompt by saying something like 'comment on the task linked to this contact's account' or 'find the task with the contact's name and add the comment'.
Can we suppress comments for minor changes?
Yes. Your prompt can filter, e.g., 'only comment if the change is marked as important' or 'skip updates to internal notes'.
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.