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Notis

Route prospect ownership from Asana task tags

Apply a routing tag in Asana and let Notis update the owner of the corresponding Apollo contact.

Trigger

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.

Action

Update contact ownership

Updates the ownership of specified apollo contacts to a given apollo user, who must be part of the same team.

Why this helps

Ownership decisions made in the task flow can fail to reach the CRM, leaving follow-up unclear.

  • Carry a clear routing signal into Apollo ownership.
  • Reduce manual reassignment after a prospect handoff.
  • Make ownership changes easier to complete consistently.

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 which tag signals reassignment and who should own the matching Apollo contact.
  • 4Pick the Asana Tag Added to Task trigger and choose where run reports go.
  • 5Test with one real tagged task and confirm the Apollo owner.

Questions about this workflow

Can the workflow read the tag name from the event?

For Asana tag events, the parent is the tag, so parent.gid contains the tag GID. Make sure your instruction provides enough context to interpret the routing signal.

Can ownership be assigned to anyone?

Apollo requires the target user to be part of the same team. Use a valid Apollo user for the reassignment.

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.

TriggerScheduled

Add Contacts to Sequence

Adds contacts to a specified apollo email sequence by initiating an asynchronous background job and returning its details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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').

ActionInstant

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

Bulk people enrichment

Use to enrich multiple person profiles simultaneously with comprehensive data from apollo's database.

ActionInstant

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

Bulk update account stage

Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.

ActionInstant

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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.

ActionInstant

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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.

ActionInstant

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.

TriggerInstant

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.

ActionInstant

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

ActionInstant

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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