Connect Asana to Dynamics365
When something happens in Asana, Notis takes the next step in Dynamics365. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Asana to Dynamics365
Turn Asana Intake Tasks into Dynamics 365 Leads
Create a Dynamics 365 lead when a new Asana task captures a prospect inquiry, with Notis using the task details to draft the lead record.
Create Dynamics 365 Opportunities from Qualified Asana Work
When an Asana task enters your chosen project section, ask Notis to create a Dynamics 365 opportunity from its available deal context.
Turn Asana Task Comments into Dynamics 365 Cases
Create a Dynamics 365 support case when a new comment on an Asana project task reports a customer issue, carrying over the available context.
Create Dynamics 365 Contacts from Tagged Asana Tasks
When a tag is added to an Asana task, use the task and tag context to create a Dynamics 365 contact for the relevant person.
Refresh Dynamics 365 Opportunities from Asana Deal Updates
When an Asana project task changes, ask Notis to update the related Dynamics 365 opportunity using deal information present in the task.
Update Lead Follow-Up Details from Asana Triage
When a lead task moves into an Asana triage section, update the corresponding Dynamics 365 lead with relevant follow-up context from the task.
Open Dynamics 365 Cases from Asana Issue Tasks
Create a Dynamics 365 case for a new Asana task that describes a customer support issue, including available task context.
Update Dynamics 365 Cases with Asana Resolution Notes
When a new comment on a project task adds case-relevant information, update the identified Dynamics 365 case with that context.
Sync Asana Deal Task Changes to Opportunity Next Steps
When deal task details change in Asana, update the related Dynamics 365 opportunity with the latest next-step context.
Supported Triggers and Actions
Notis builds workflows that link Asana to Dynamics365. A trigger fires from one place; an action lands in another.
Asana triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Task Created
Triggers when a new task is created in a project.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
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 Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Task Updated
Triggers when a task is updated in a project.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Asana and Dynamics365
Connect any two apps with Notis in the middle.
Asana and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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