Log completed sales call recaps
Notis recognizes a completed call-recap task in Asana and records the conversation summary in Pipedrive.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Add a call log
Adds a new call log.
Why this helps
Call outcomes can remain in completed tasks instead of becoming part of the shared relationship history.
- Keeps call outcomes visible to the team
- Preserves next steps outside project history
- Reduces duplicate note-taking
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive to Notis once.
- 2Create an automation that adds a call log when a qualifying Asana call-recap task is completed with a useful summary.
- 3Pick the task updated trigger and choose a report channel.
- 4Complete a safe test recap task and inspect the call log.
Questions about this workflow
Can ordinary completed tasks be ignored?
Yes. Limit the instruction to call-recap tasks in the relevant project.
Can incomplete recaps be reported?
Yes. Ask Notis to notify you when the outcome or next step is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Pipedrive. A trigger fires from one place; an action lands in another.
Asana triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add a comment to a note
Adds a new comment to a note.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
New Task Created
Triggers when a new task is created in a project.
Add a follower to a deal
Adds a follower to a deal.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Add a follower to an organization
Adds a follower to an organization.
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.
Add a follower to a person
Adds a follower to a person.
Task Updated
Triggers when a task is updated in a project.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Asana and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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