Broadcast Opportunity Progress Automatically to Asana
Opportunity updates in Salesforce trigger Asana status updates that reach your entire team. No more asking 'What's the deal status?' or checking Salesforce manually.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Deal progress happens in Salesforce, stakeholders live in Asana. Team members miss updates and re-ask for status, breaking focus and creating communication bottlenecks.
- Deal progress updates reach stakeholders instantly
- Status posts replace manual update emails
- Team sees the full picture without context-switching
- Opportunities that stall become visible immediately
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When an opportunity is created or updated, post a status update to the related Asana project with the opportunity name, stage, amount, and next action.'
- 3Select the New or Updated Opportunity trigger and your notification channel.
- 4Test by updating an opportunity and verify the status post appears in the Asana project.
Questions about this workflow
Should status updates reflect all opportunity changes or only major ones?
You decide. Your prompt can say 'only post when stage changes' or 'post on all updates' or 'skip small changes like contact updates'.
Which project should receive the status update?
Specify in the prompt how to find the right project, e.g., 'post to the project named after the account' or 'post to the Sales Pipeline project'.
Can we include blockers or risks in the update?
Yes. If that info is available in Salesforce, include it in the prompt: 'mention any risks or blockers noted in the opportunity'.
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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