Schedule activities from the follow-up section
Notis detects an Asana task entering the follow-up section and creates a timely activity on the matching Pipedrive record.
Trigger
Task Moved to Section
Triggers when a task is moved to a section 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
Moving a task signals intent to follow up, but the sales calendar can still remain empty.
- Turns a workflow move into scheduled work
- Protects next actions from project-board clutter
- Keeps follow-up visible in Pipedrive
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive in Notis.
- 2Ask Notis to add a Pipedrive activity when a sales task enters your follow-up section, using your timing rule.
- 3Select the task moved to section trigger and a report channel.
- 4Move one test task and verify the activity.
Questions about this workflow
Can each section have different timing?
Yes. Describe the timing for the specific section in plain language.
Can existing activities 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
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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