Record subscriptions from approved retainers
Notis detects an approved retainer in Asana and records its recurring subscription against the matching Pipedrive deal.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add a recurring subscription
Adds a new recurring subscription.
Why this helps
A recurring engagement can be approved in project work while subscription tracking remains unfinished.
- Connects approval to recurring revenue tracking
- Reduces sensitive billing entry
- Keeps terms with the relevant deal
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive through Notis.
- 2Tell Notis to add a recurring subscription when an eligible task enters the approved-retainer section with complete terms.
- 3Choose the task moved to section trigger and a reporting channel.
- 4Move a safe subscription task into the section and verify the record.
Questions about this workflow
Can one-time projects be excluded?
Yes. Require clear recurring billing terms before Notis acts.
What if the billing cadence is missing?
Ask Notis to report incomplete terms 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
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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