Close deals automatically when Asana work is done
Drag a task to Done in Asana. The deal archives in HubSpot. Pipelines stay in sync.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
Ops mark work done in Asana but forget to close deals in HubSpot. Sales forecasts show revenue that's already shipped. Leadership can't trust pipeline reporting.
- Deal closure happens automatically with work completion
- Sales forecasts are always accurate because they reflect reality
- No one has to remember to update HubSpot after shipping
Setup
Build it in a few focused steps.
- 1Connect both tools.
- 2Create an automation with trigger 'Task Moved to Section' (Done section).
- 3Tell Notis: 'When a task moves to Done, archive the related deal in HubSpot.'
- 4Choose your notification channel.
- 5Move a test task to Done—the deal archives in HubSpot automatically.
Questions about this workflow
Can I use this for multiple Done-like sections?
Yes. Say: 'Any task moved to Done, Shipped, or Complete should archive its deal.'
What if I want to close the deal with Won instead of archiving it?
Change your instruction: 'Mark the deal as Won instead of archiving it.'
Can I make this conditional on a task tag?
Absolutely. Say: 'Only archive deals from tasks tagged as Customer Work.'
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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