Record installment plans after approval
Notis recognizes the final payment-plan approval in Asana and creates the installment subscription in Pipedrive.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add an installment subscription
Adds a new installment subscription.
Why this helps
Approved payment schedules can be missed during the transition from sales work to billing.
- Captures approved terms promptly
- Avoids manual schedule transcription
- Keeps commitments attached to the deal
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive in the Notis portal.
- 2Ask Notis to create an installment subscription when a task enters the approval section with every required payment date and amount.
- 3Select the task moved to section trigger and your report channel.
- 4Test with a safe complete schedule and inspect the Pipedrive result.
Questions about this workflow
Can incomplete schedules be blocked?
Yes. State the essential terms that must be present before creation.
Can negotiation tasks be ignored?
Yes. Name only the final approval section in your instruction.
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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