Keep Dynamics 365 opportunity details current with Asana updates
When deal work changes in Asana, tell Notis what should be reflected on the related opportunity.
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
Deal progress may be updated in Asana while the corresponding CRM opportunity stays stale until someone remembers to sync it.
- Reduce the gap between project updates and CRM deal records.
- Keep sales context close to the work that changed.
- Use a written instruction to define which task changes matter.
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 opportunity when relevant deal details change on an Asana task, and explain how it can identify the opportunity.
- 4Choose the Asana Task Updated trigger and select a channel for run reports.
- 5Test with one real task update and confirm the correct opportunity is identified.
Questions about this workflow
Can Notis determine which opportunity belongs to the task?
Only if the relationship is clear from available task details or information you provide. Include an identification rule and test it before relying on updates.
Which opportunity fields can change?
Describe the specific deal information to update in your prompt. The workflow only has access to details available in Asana and the Dynamics 365 action.
Does every task edit trigger the workflow?
The trigger is Task Updated in a project. Your instruction should explain which updates matter and how to avoid unintended changes.
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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