Add deal visibility from review tags
Notis detects the executive-review tag on an Asana task and adds the appropriate leader as a follower of the matching Pipedrive deal.
Trigger
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.
Action
Add a follower to a deal
Adds a follower to a deal.
Why this helps
A high-stakes opportunity can be flagged in Asana without the right leader gaining CRM visibility.
- Adds visibility only when needed
- Completes escalation without another task
- Helps sensitive deals receive timely support
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive to Notis.
- 2Tell Notis which Asana tag should add which teammate as a follower of the matching Pipedrive deal.
- 3Choose the tag added to task trigger and a channel for reports.
- 4Add the tag to a safe test task and confirm the follower.
Questions about this workflow
Can this apply only in the sales project?
Yes. Include the project and exact tag in your instruction.
Can existing followers be left unchanged?
Yes. Ask Notis to check before adding the teammate.
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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