Create contacts from prospect research tasks
Notis recognizes a verified prospect in a new Asana task and creates the corresponding person in Pipedrive.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Add a person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
Why this helps
Prospect research often ends in a task description that still needs to be copied into the relationship system.
- Makes verified prospects ready for outreach
- Preserves research context
- Cuts repetitive contact entry
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive in the Notis portal.
- 2Tell Notis to create a Pipedrive person when a new prospect research task contains the minimum verified details you require.
- 3Select the new task trigger and a run report channel.
- 4Test with a safe research task and inspect the person record.
Questions about this workflow
Can incomplete research tasks be skipped?
Yes. State the minimum identity and contact details required before Notis acts.
Can a possible duplicate be reported?
Yes. Ask Notis to notify you rather than create a person when the match is uncertain.
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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