Capture qualified sales tasks as leads
Notis recognizes a credible inquiry task in Asana and creates the corresponding lead in Pipedrive with the useful context.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Why this helps
A promising inquiry can become project work without ever becoming visible in the sales pipeline.
- Moves qualified interest into the sales queue
- Reduces duplicate data entry
- Keeps inquiry context attached to the lead
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive to Notis once in the portal.
- 2Create an automation and tell Notis which new Asana tasks represent qualified sales inquiries that should become Pipedrive leads.
- 3Pick the new Asana task trigger and choose a channel for run reports.
- 4Create one safe inquiry task and confirm the lead in Pipedrive.
Questions about this workflow
Can internal tasks be excluded?
Yes. Describe the project, task language, and qualification signals that identify a real inquiry.
Can Notis avoid duplicate leads?
Yes. Ask it to check Pipedrive for an existing matching lead 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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