Keep opportunity next steps aligned with Asana deal work
Let a task change refresh the next step on the opportunity your team uses to manage the deal.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
The sales next step can change in the work plan while the CRM still points to an outdated action.
- Keep the CRM next step closer to current deal work.
- Reduce the mental load of updating the same plan in two places.
- Use a specific prompt to define which task changes represent a new next step.
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 opportunity next-step context when a deal task changes, and provide a rule for matching the opportunity.
- 4Choose the Asana Task Updated trigger and select a channel for run reports.
- 5Test with one real next-step change and verify the intended opportunity.
Questions about this workflow
What should the prompt say about next steps?
Explain which task details express the next action and how Notis should summarize them for the opportunity.
Can Notis match based on a person's name alone?
Names may be ambiguous. Use a reliable identifier or explicit relationship available in the task context.
Will the workflow change other opportunity information?
Tell Notis to update only the intended next-step details. The action is Update Opportunity, so make the scope explicit in the prompt.
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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