Schedule activities from due-date changes
Notis recognizes a meaningful timing update on an Asana sales task and creates the corresponding activity in Pipedrive.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
A deadline can change in project work while the sales follow-up schedule remains outdated.
- Keeps sales timing aligned with project work
- Makes changed commitments visible
- Reduces calendar maintenance
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Tell Notis which sales task due-date updates should create a Pipedrive activity and how to handle an existing one.
- 3Pick the task updated trigger and choose a reporting channel.
- 4Change a safe test due date and review the activity.
Questions about this workflow
Will every task edit create an activity?
No. Limit the instruction to meaningful due-date changes on sales tasks.
Can existing follow-up work prevent duplicates?
Yes. Ask Notis to check for an equivalent open activity 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
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Pipedrive.