Notify Your Team Instantly When New Contacts Arrive
When a new contact is created in Salesforce, Notis adds key team members as followers on the related Asana task. Important relationships don't stay hidden.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
New contacts come into Salesforce but your team in Asana doesn't know about them. Critical relationships go unnoticed until it's too late to make a good first impression.
- Right people are notified of new contacts immediately
- No contacts get lost in Salesforce limbo
- Team awareness of new relationships is instant
- Follow-up momentum starts right away
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a new contact is created in Salesforce, add [list of team members or roles] as followers on the related Asana task.'
- 3Select the New Contact trigger and your notification channel.
- 4Test by creating a contact in Salesforce and verify followers are added to the task.
Questions about this workflow
How do we decide which team members to add as followers?
Specify in your prompt: 'add the sales team', 'add the account owner', 'add the delivery manager', etc. You control the distribution.
Will this spam our team with notifications?
Followers get notified of updates, not every new follow. If you're concerned, tell Notis: 'only add followers from [specific team]' or 'only for contacts at high-value companies'.
Can we use custom fields to decide who follows?
Yes. Your prompt can say 'add followers based on the contact's industry' or 'add followers matching the contact's title'.
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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