Move new prospect intake from Asana into Dynamics 365
Capture the inquiry once in Asana and let Notis prepare a Dynamics 365 lead from its details.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
Prospect details can sit in task lists while someone remembers to create the corresponding CRM record.
- Reduce duplicate entry between task management and CRM.
- Give new prospect inquiries a consistent place in the sales pipeline.
- Keep the Asana task as the source of context for the lead.
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 lead from new Asana tasks that contain prospect inquiry details.
- 4Choose the Asana New Task Created trigger and select a channel for run reports.
- 5Test the automation with one real prospect intake task.
Questions about this workflow
What happens when a new Asana task is created?
Notis reads the task information and uses your instruction to create a Dynamics 365 lead when it represents a prospect inquiry.
Does this workflow decide which Asana tasks are prospect inquiries?
Notis can interpret the task details according to your prompt. State what qualifies as an inquiry, and test with a real example.
Will it create leads if task details are incomplete?
Tell Notis how to handle missing information in your prompt. The workflow cannot supply details that neither Asana nor your instruction provides.
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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