Move qualified Asana prospects to the right Apollo stage
A move into your qualification section can keep an Apollo contact's sales stage aligned with progress in Asana.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update contact stage
Updates the stage for one or more existing contacts in apollo.io to a new valid contact stage, useful for managing sales funnel progression.
Why this helps
Qualification progress can be recorded in one tool while the Apollo contact stage remains stale.
- Keep prospect stage changes aligned with team workflow.
- Reduce stale CRM statuses after qualification work.
- Make handoffs easier to spot across tools.
Setup
Build it in a few focused steps.
- 1Connect Asana and Apollo once in the Notis portal.
- 2Create an automation in Notis from the portal or any channel.
- 3Tell Notis to identify the existing Apollo contact and update its stage when the task enters your qualification section.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports go.
- 5Test with one real moved task and verify the contact stage in Apollo.
Questions about this workflow
How does the workflow know which Apollo stage to use?
Name the stage you want in your instruction. Apollo accepts a valid contact stage, and you can review available stages in your Apollo account.
What if the task does not identify a contact?
The update action needs an existing contact id. Add identifying details to the task or instruct Notis how to handle tasks that do not have a confident match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Apollo. A trigger fires from one place; an action lands in another.
Asana triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk organization enrichment
Enriches data for up to 10 organizations simultaneously by providing a list of their base company domains (e.g., 'apollo.io', not 'www.apollo.io').
Attachment Added to Task
Triggers when an attachment is added to a task.
Bulk people enrichment
Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.
New Comment on Task
Triggers when a comment is added to a task in a project.
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
New Task Created
Triggers when a new task is created in a project.
Create an Apollo account
Creates a new account in apollo.io; a new record is created even if a similar account exists, and provided `owner id` or `account stage id` must be valid existing ids.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Apollo contact
Creates a new contact in apollo.io; use `account id` to link to an organization and `contact stage id` for sales stage, noting that apollo does not perform automatic deduplication.
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 Apollo deal
Creates a new sales opportunity (deal) in apollo.io; all provided ids (`owner id`, `account id`, `opportunity stage id`) must be valid existing apollo identifiers.
Task Updated
Triggers when a task is updated in a project.
Create Apollo Task
Creates a distinct apollo.io task for each contact id in contact ids, assigning them to user id; this action is not for free plan users and repeated calls create duplicate tasks.
Connect any two apps with Notis in the middle.
Asana and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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