Capture priority prospects from Asana in Dynamics 365
Mark a prospect task with your chosen tag and let Notis prepare a lead record for follow-up.
Trigger
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.
Action
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Why this helps
High intent prospects can be flagged in Asana but still wait for someone to create their sales record.
- Turn a deliberate prospect flag into a CRM record.
- Help priority inquiries enter the lead follow-up flow sooner.
- Keep prospect task details available during lead creation.
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 which tag identifies priority prospects and to create a Dynamics 365 lead using details available on the task.
- 4Choose the Asana Tag Added to Task trigger and select a channel for run reports.
- 5Test with one real priority prospect task.
Questions about this workflow
How is the added tag represented in the event?
Asana's tag event is inverted: the resource is the task and parent.gid contains the tag GID. Set and test your intended tag rule accordingly.
Does the tag contain prospect details?
The tag identifies the signal; prospect details need to be available in the task context or otherwise provided.
Can this tag update a lead instead of creating one?
This workflow uses Create Lead. Updating an existing record needs an Update Lead workflow and a reliable way to identify that record.
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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