Create a Dynamics 365 contact from an Asana follow-up task
Use a deliberate Asana tag to capture a person who needs a proper contact record.
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 Contact
Creates a new contact entity record in dynamics crm using the web api.
Why this helps
Names and contact details collected during project work can remain scattered across tasks instead of becoming usable contact records.
- Capture contact details while the related task is still in view.
- Use an intentional tag as the signal for contact creation.
- Reduce retyping names and details into the CRM.
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 should prompt a new Dynamics 365 contact and which person details to use from the task.
- 4Choose the Asana Tag Added to Task trigger and select a channel for run reports.
- 5Test with one real tagged task that contains contact details.
Questions about this workflow
How does Notis identify the tag that was added?
For Asana tag events, the tag GID is in parent.gid and the resource is the task. Describe the intended tag in your prompt and confirm behavior with a test task.
Will this trigger create a contact for every tag?
The event fires when a tag is added. Your instruction should tell Notis which tag is relevant and how to handle other tags.
What if the task has no email address?
Notis cannot invent contact details. Explain in your prompt what to do when information needed for a useful contact record is missing.
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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