Turn a qualified Asana task into a Dynamics 365 opportunity
Move a deal task into your qualified section and let Notis carry the context into Dynamics 365.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Qualified work can be easy to miss when moving it from an Asana project into the sales pipeline requires another manual step.
- Use a meaningful project transition to kick off opportunity creation.
- Keep deal context attached to work already tracked in Asana.
- Reduce manual handoffs when a prospect is ready for pipeline tracking.
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 opportunity when a task moves into the section you use for qualified deals, using only available task details.
- 4Choose the Asana Task Moved to Section trigger and select a channel for run reports.
- 5Test the automation with one real qualified task.
Questions about this workflow
How does Notis know a task is ready for an opportunity?
The trigger runs when a task moves to a section in its project. In your instruction, explain which section represents qualified deal work.
Can it create an opportunity with estimated value or close date?
Only when those details are available in the task context or supplied through your instruction. Specify how to handle details that are missing.
Does this workflow update an existing opportunity?
This automation uses the Create Opportunity action. It creates an opportunity based on the task context; it does not look up or update an existing 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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