Carry Asana lead triage into Dynamics 365
A task moved into triage can be the cue to bring the next-step context into the lead record.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Lead follow-up details get split between task triage and the CRM record, making it harder to see the current plan.
- Put fresh follow-up context on the lead record.
- Use an existing project transition to signal CRM upkeep.
- Help the team see next steps without searching through task lists.
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 matching Dynamics 365 lead when a task enters your lead triage section, describing the follow-up details to use and how to identify the lead.
- 4Choose the Asana Task Moved to Section trigger and select a channel for run reports.
- 5Test with one real lead task and verify the intended lead record is updated.
Questions about this workflow
Does the workflow create a lead if no match is found?
The selected action updates a lead. Specify how Notis should handle an unmatched task; creating a new lead would require a separate workflow.
What is a reliable way to match the task to a lead?
Use an identifier present in the task and available to Notis, such as a CRM record reference. The workflow cannot infer missing identifiers reliably.
Can it update any lead field?
Describe the follow-up details to update in your prompt and ensure those details are available from the task and supported by the action.
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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