Open deals from the qualified section
Notis detects the move into your qualified Asana section and creates the corresponding opportunity in Pipedrive.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
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.
Why this helps
A task can become sales-qualified without the pipeline reflecting that decision.
- Uses an intentional work-state change as the handoff
- Keeps early tasks out of the active pipeline
- Starts deal tracking consistently
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Tell Notis which Asana project and section represent a qualified opportunity that should become a Pipedrive deal.
- 3Choose the task moved to section trigger and your reporting channel.
- 4Move a safe test task into that section and inspect the deal.
Questions about this workflow
Can moves in other projects be ignored?
Yes. Name the specific sales project and qualification section in your instruction.
Can duplicate deals be prevented?
Yes. Ask Notis to check for an existing active opportunity before creating one.
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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