Turn approved Asana work into a Dynamics 365 sales order
A clear approval move in Asana can start the handoff to a sales order record.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Why this helps
Approved work can stall between project tracking and order entry when the status change does not reach the CRM.
- Use an existing approval transition to start order entry.
- Keep order context connected to the task that reached approval.
- Reduce follow-up needed to move approved work into Dynamics 365.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to create a Dynamics 365 sales order when a task moves to your approved section, using available order details and handling missing information as instructed.
- 4Choose the Asana Task Moved to Section trigger and select a channel for run reports.
- 5Test with one real approved task and review the resulting order.
Questions about this workflow
What task move starts order creation?
The trigger runs on a task moving to a section. Describe which section represents approval in your prompt.
Can the order be created without line item details?
Only if the action and your process support the available information. Put required order details in the task or define how Notis should handle missing details.
Will it create an order more than once if a task moves again?
The trigger can run on section moves. Your prompt should account for repeat runs, and you should test the behavior for your process.
When this happens · Trigger
Do this · Action
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.
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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