Carry company intake from Asana into Dynamics 365 accounts
Capture the company once in an Asana task and create its account record from the same context.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Account
Creates a new account entity record in dynamics crm using the web api.
Why this helps
Company details gathered during onboarding can stay in task notes while the account record is missing from the CRM.
- Reduce duplicate entry for company records.
- Make partner or customer onboarding details available in Dynamics 365.
- Keep the intake task as a reference for the account context.
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 account from new Asana tasks that document partner or company intake.
- 4Choose the Asana New Task Created trigger and select a channel for run reports.
- 5Test with one real company intake task.
Questions about this workflow
Can it create accounts from every new task?
The event fires on new tasks in a project. Use your prompt to describe which tasks are company intake and test the rule.
What company information is needed?
Include the details required for your account record in the task or otherwise provide them. Notis cannot infer missing company facts.
Does it check for duplicate accounts?
The selected action creates an account. Do not assume it deduplicates existing records unless you add a separate lookup and decision 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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