Add flagged stakeholders to active deals
Notis recognizes the new-stakeholder tag in Asana and adds the identified person as a participant on the relevant 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 participant to a deal
Adds a participant to a deal.
Why this helps
A new decision maker can be noticed in delivery work while the opportunity record still shows an incomplete buying group.
- Keeps the buying group current
- Makes stakeholder changes visible
- Reduces missed people during follow-up
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Create an automation that adds the person named in a tagged Asana task to the matching active Pipedrive deal.
- 3Pick the tag added to task trigger and choose a report channel.
- 4Test with a known stakeholder and verify the deal participants.
Questions about this workflow
Can Notis skip existing participants?
Yes. Ask it to check the deal before adding anyone.
What if the task does not identify the person clearly?
Ask Notis to report the ambiguity and make no change.
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.