Turn opportunity tasks into Attio deals
Capture a new opportunity in Asana and give it a home in Attio without re-entering the details.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Why this helps
Potential deals can disappear into a task list when nobody has time to copy them into the relationship system.
- Carry the task's available context into a new Attio deal.
- Reduce duplicate entry between project and relationship work.
- Call out missing details instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Asana and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to assess each new task for opportunity signals, create an Attio deal only when supported, and summarize missing details for review.
- 4Choose the Asana New Task Created trigger and select where run reports should go.
- 5Test with one real opportunity task and review the Attio record and report.
Questions about this workflow
Will every new task become a deal?
No. Tell Notis in the prompt what counts as an opportunity. It can use task data returned by Asana and report when the signal or required details are unclear.
Can it fill in deal fields that are not in the task?
No. Notis should use information available from the task and Attio context, and flag anything missing rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Attio. A trigger fires from one place; an action lands in another.
Asana triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Attachment Added to Task
Triggers when an attachment is added to a task.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
New Comment on Task
Triggers when a comment is added to a task in a project.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
New Task Created
Triggers when a new task is created in a project.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
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.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
Task Updated
Triggers when a task is updated in a project.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Asana and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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