Capture contact details from Asana comments
Keep names and organisations shared in project conversations connected to your CRM, without interrupting the discussion to update records by hand.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Why this helps
Contact details buried in task comments are easy to forget once the conversation moves on.
- Save identifiable contacts shared in task discussions.
- Reduce repeated manual entry after project conversations.
- Skip vague mentions that are not enough to create a reliable party.
Setup
Build it in a few focused steps.
- 1Connect Asana and Capsule CRM once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3Tell Notis to create a Capsule party only when a new task comment includes sufficient details to identify a person or organisation.
- 4Pick the Asana New Comment on Task trigger and select where run reports should go.
- 5Test with one real comment containing contact details.
Questions about this workflow
Can a first name alone create a party?
Instruct Notis to require enough information to identify the person or organisation, and to skip incomplete mentions.
Does the automation run on any Asana comment?
It runs on the listed New Comment on Task event. Ask Notis to decide whether the comment has usable contact details before creating a party.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Capsule crm. A trigger fires from one place; an action lands in another.
Asana triggers
Capsule crm actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Capsule CRM Party
Tool to create a party in capsule crm. use when you have collected a person's or organisation's details and need to add a new record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Party
Tool to fully delete a specific party (person or organisation) from capsule crm. use when you need to completely remove a party after confirming no active references remain.
Attachment Added to Task
Triggers when an attachment is added to a task.
List Deleted Opportunities
Tool to list opportunities deleted or restricted since a given date. use when you need to identify recently deleted or restricted opportunities.
New Comment on Task
Triggers when a comment is added to a task in a project.
List deleted parties
Tool to retrieve parties deleted since a given date. use when you need to sync deletions.
New Task Created
Triggers when a new task is created in a project.
List Entries By Date
Tool to list notes, emails, and completed party tasks in descending order by entry date. use when you need the most recent entries first after authenticating.
Task Moved to Section
Triggers when a task is moved to a section in a project.
List Organisation Employees
Tool to list employees linked to a specific organisation (party). use when you need to retrieve all employees under a given organisation.
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 Parties
Tool to list all parties (contacts) on the account. use when you need to fetch contacts with optional filters or embed additional related data.
Task Updated
Triggers when a task is updated in a project.
List Projects
Tool to list projects (cases) from capsule crm. use when you need a paginated or filtered view of projects.
Connect any two apps with Notis in the middle.
Asana and Capsule crm, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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