Open deals for confirmed demo tasks
Notis identifies a concrete demo or consultation request in a new Asana task and opens the matching Pipedrive opportunity.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
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.
Why this helps
A high-intent request can sit in a project queue while the pipeline still shows no active opportunity.
- Makes high-intent requests visible immediately
- Starts active follow-through sooner
- Removes a fragile system handoff
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Ask Notis to open a Pipedrive deal for new Asana tasks that contain a confirmed demo or consultation request.
- 3Choose the new task trigger and your preferred report channel.
- 4Create a representative demo task and review the deal in Pipedrive.
Questions about this workflow
Will every task create a deal?
No. Require a concrete buying request and the relevant sales project in your instruction.
Can existing deals be reused?
Yes. Ask Notis to search for an active matching opportunity first.
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
Attachment Added to Task
Triggers when an attachment is added to a task.
Add a call log
Adds a new call log.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
Add a comment to a note
Adds a new comment to a note.
Task Moved to Section
Triggers when a task is moved to a section 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.
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 deal
Adds a follower to a deal.
Task Updated
Triggers when a task is updated in a project.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Not just Asana and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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