Reflect Asana handoffs in Apollo account stages
A move into your handoff section can trigger a stage update for the related Apollo accounts.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Bulk update account stage
Bulk updates the stage for specified existing apollo.io accounts, moving them to a valid new account stage.
Why this helps
Account stage changes can be missed when the handoff is managed in Asana but pipeline status lives in Apollo.
- Keep account stages aligned with operational handoffs.
- Reduce manual CRM maintenance after a transition.
- Update a set of related accounts from one clear workflow signal.
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 handoff signal to use, which existing accounts to update, and the desired valid account stage.
- 4Pick the Asana Task Moved to Section trigger and choose where run reports go.
- 5Test with one real handoff and verify the account stages in Apollo.
Questions about this workflow
Can this update accounts the task does not identify?
No. The workflow needs to identify the existing Apollo accounts to update. Provide those details in the task or instruction.
How do I choose a valid account stage?
Use a stage available in your Apollo account. You can identify available account stages in Apollo before setting the instruction.
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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