Turn Asana attachments into HubSpot email logs
Attach a file to an Asana task. It automatically logs as an email record in HubSpot. Document sharing is tracked.
Trigger
Attachment Added to Task
Triggers when an attachment is added to a task.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Important files are shared via Asana attachments but never logged in HubSpot. Sales reps don't know which docs were sent to which prospects. Follow-up is scattered.
- File sharing is automatically tracked in HubSpot—no manual logging
- Sales reps see complete document history with contacts
- Audit trails are automatically maintained
Setup
Build it in a few focused steps.
- 1Connect both tools.
- 2Create an automation with trigger 'Attachment Added to Task.'
- 3Tell Notis: 'When a file is attached, create an email record in HubSpot documenting the file share.'
- 4Choose your notification channel.
- 5Attach a test file to an Asana task—an email record appears in HubSpot.
Questions about this workflow
Does the actual file get stored in HubSpot?
No, just a record of the share. The email record links to the file name and Asana task.
Can I skip logging for certain file types?
Yes. Say: 'Only log PDFs and images, skip .zip files.'
What if the same file is uploaded twice?
Each upload gets logged as a separate email record. Notis doesn't deduplicate attachments.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Hubspot. A trigger fires from one place; an action lands in another.
Asana triggers
Hubspot actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
New Task Created
Triggers when a new task is created in a project.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
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.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Task Updated
Triggers when a task is updated in a project.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
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When this happens · Trigger
Do this · Action
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