Keep sales orders current as Asana work changes
Reflect meaningful changes from the order task in the Dynamics 365 sales order your team follows.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Sales Order
Updates an existing sales order entity record in dynamics crm using the web api.
Why this helps
Order records can lag behind project updates, leaving people to reconcile status and details manually.
- Keep order context closer to current project work.
- Reduce manual review across task and order records.
- Use a matching rule to update the intended order.
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 update the related Dynamics 365 sales order when relevant order task details change and explain how to identify the order.
- 4Choose the Asana Task Updated trigger and select a channel for run reports.
- 5Test with one real order task change and confirm the intended order was updated.
Questions about this workflow
How do I ensure the right order gets updated?
Include an order identifier in the task or define another reliable match that Notis can access.
Can the workflow update delivery information?
Describe the available details and intended update in your prompt. The action can only work with information supplied by the app context and supported by Dynamics 365.
What happens if the task update is unrelated to the order?
Tell Notis which changes matter and to ignore unrelated edits. Test the instruction with representative task updates.
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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