Turn Salesforce Opportunities into Clear Asana Action Items
When an opportunity moves through Salesforce, Notis creates a set of Asana subtasks that map to your deal stages. Your team sees the exact path forward without guessing.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create subtask
Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.
Why this helps
Opportunities in Salesforce are amorphous. Your team knows a deal exists but has no clarity on what actions it requires right now, leading to missed steps and stalled deals.
- Opportunity stages translate into concrete subtasks
- Team knows exactly what work each deal requires
- Missed opportunity steps become impossible
- Deal velocity improves when actions are explicit
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When an opportunity is created or updated, generate subtasks based on the opportunity stage, with titles like "Discovery call", "Proposal", "Negotiation", etc.'
- 3Choose the New or Updated Opportunity trigger and your notification channel.
- 4Test with a real opportunity, verify subtasks appear, and refine the stage-to-subtask mapping as needed.
Questions about this workflow
What if we have custom opportunity stages?
Tell Notis your stages in the automation prompt. It will map each stage to a corresponding subtask template.
Can we update subtasks if the opportunity stage changes?
Yes. Your prompt can include logic like 'if opportunity moved to Negotiation, mark Discovery subtasks complete and activate Negotiation subtasks'.
Will this create duplicate subtasks?
Notis will avoid duplicates if you mention it in the prompt, e.g., 'only create subtasks if they don't already exist for this 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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