Dedicate Full Asana Projects to Strategic Leads Automatically
When a high-value lead enters Salesforce, Notis creates a full Asana project for cross-functional coordination. Your team starts collaborating instantly without setup.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
Strategic leads arrive but your team wastes time deciding how to organize the effort. Lead projects come into existence haphazardly or never, leading to siloed work.
- High-value leads get instant project scaffolding
- Team collaboration starts immediately
- No discussion about 'where does this work live'
- Lead visibility and momentum are established immediately
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a high-value lead is created in Salesforce, create a dedicated Asana project for this opportunity with the lead company name and initial sections for discovery, proposal, and negotiation.'
- 3Select the New Lead trigger and your notification channel.
- 4Test by creating a high-value lead and verify the project is created with proper structure.
Questions about this workflow
How do we define 'high-value' leads?
Specify in your prompt: 'leads from companies with revenue over $X', 'leads labeled enterprise', 'leads from our target list', or any other criteria you use.
Should the project have a template or initial sections?
Yes. Tell Notis in your prompt: 'include sections for Discovery, Proposal, Negotiation, and Closeout' or reference your standard deal structure.
Who should be added to the project automatically?
Your prompt can specify: 'add the assigned sales rep', 'add the delivery team', 'add the CEO', or any role-based membership rule.
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.