Turn new Asana prospect tasks into Agencyzoom leads
Capture a prospect once in Asana and let Notis create the Agencyzoom lead from the task details.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create lead
Creates a new lead or updates an existing one in agencyzoom; ensure `pipelineid`, `stageid`, `leadsourceid`, and `assignto` reference valid, existing entities.
Why this helps
Prospect details can sit in an Asana task while someone still has to re-enter them into the agency sales system.
- Reduce duplicate data entry for new inquiries.
- Start lead follow-up from the information already recorded in Asana.
- Keep intake work moving without switching systems.
Setup
Build it in a few focused steps.
- 1Connect Asana and Agencyzoom once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to create an Agencyzoom lead using the prospect details in each new Asana intake task.
- 4Pick the Asana New Task Created trigger and choose where run reports should go.
- 5Test with one real intake task and review the resulting lead.
Questions about this workflow
What task details can Notis use?
Notis can use the information available from the Asana task. Include the prospect details your Agencyzoom lead creation process requires.
Do I need to map Asana fields to Agencyzoom fields?
No. Describe the desired outcome in plain language. Agencyzoom still requires valid existing pipeline, stage, lead source, and assignee references when those values are needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Agencyzoom. A trigger fires from one place; an action lands in another.
Asana triggers
Agencyzoom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate for JWT via V4 SSO
Authenticates a user via v4 single sign-on (sso) using the provided callback `code` (typically required for success) to retrieve a jwt and initial user session information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Batch create contacts
Creates 1 to 5 new contacts in agencyzoom in a single batch api call.
Attachment Added to Task
Triggers when an attachment is added to a task.
Batch create leads
Creates up to 5 new leads in agencyzoom; all referenced entity ids (e.g., pipeline, user, custom field names) must exist, and organization `name` is required if `isbusiness` is true.
New Comment on Task
Triggers when a comment is added to a task in a project.
Batch delete tasks
Deletes multiple agencyzoom tasks in a batch; task deletion is permanent and the response indicates overall batch success, not individual task status.
New Task Created
Triggers when a new task is created in a project.
Change lead status
Updates a lead's lifecycle status (e.g., active, won, lost, x-dated) and can optionally manage its workflow, pipeline, stage, source, or associated tags.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Mark task as completed
Marks an existing and accessible task in agencyzoom as 'completed'; this action does not return the full updated task object.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Create a customer note
Adds a new note to an existing customer's profile using their id; cannot be used to edit or retrieve existing notes.
Task Updated
Triggers when a task is updated in a project.
Create a driver for an opportunity
Creates a new driver record associated with an existing agencyzoom opportunity using its id; full driver details are handled by the api endpoint directly, not specified in this action's request.
Connect any two apps with Notis in the middle.
Asana and Agencyzoom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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