Open projects from the won section
Notis recognizes a sold-work transition in Asana and opens the corresponding delivery project in Pipedrive.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Add a project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
Why this helps
A win can be celebrated on the project board while the formal delivery record is still missing.
- Starts delivery at the moment work is marked won
- Reduces post-sale handoff delay
- Keeps project context tied to the opportunity
Setup
Build it in a few focused steps.
- 1Connect Asana and Pipedrive to Notis once.
- 2Create an automation that opens a Pipedrive project when a qualifying sales task moves into the won section.
- 3Pick the task moved to section trigger and choose where reports should appear.
- 4Move a safe test task into won and review the project.
Questions about this workflow
Can product-only sales skip project creation?
Yes. Describe which sold work requires a delivery project.
Can Notis avoid opening a second project?
Yes. Ask it to check for an existing project tied to the deal.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Pipedrive.