Automatically Create Tasks for Every New Salesforce Lead
New leads in Salesforce instantly spawn Asana tasks, complete with contact info and context. Your team sees each lead as actionable work, not a lingering record.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
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.
Why this helps
Leads sit in Salesforce while your team in Asana manages a separate to-do list. Leads fall through the cracks because nobody remembers to transfer them.
- Every lead becomes a trackable task immediately
- Follow-up work appears where your team already works
- No searching Salesforce for context—it's in the task
- Dropped leads become visible before they're truly lost
Setup
Build it in a few focused steps.
- 1Ensure Salesforce and Asana are connected to Notis.
- 2Create an automation: 'When a new lead is created in Salesforce, create a task in Asana titled with the lead name and include their company and contact info in the description.'
- 3Select the New Lead trigger and your preferred notification channel.
- 4Run a test by creating a lead in Salesforce and verify the Asana task appears with full details.
Questions about this workflow
Can we assign the task to a specific team member?
Yes. In your automation prompt, specify the assignment rule, e.g., 'assign to the sales team lead' or 'distribute to team members by round-robin'.
Should we set a due date?
Notis can set a due date based on your prompt, e.g., 'due in 3 days' or 'due at end of week'. You control the cadence.
What if a lead already has an Asana task?
Structure your prompt to avoid duplicates, e.g., 'only create a task if one doesn't exist for this lead' or use a specific lead source filter.
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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