Comments guide campaign membership
Comment 'ready for nurture' on an Asana task, and Notis automatically adds the associated contact to a Salesforce campaign. Nurture workflows launch without friction.
Trigger
New Comment on Task
Triggers when a comment is added to a task in a project.
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
You decide in Asana which contacts to nurture, but manually adding them to campaigns in Salesforce is repetitive and often forgotten.
- Reduce manual campaign membership management
- Align campaign inclusion with team decisions made in Asana
- Improve nurture consistency by automating additions
- Keep campaigns current without CRM busywork
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'When someone comments [keyword] on an Asana task, add the associated contact to [campaign name] in Salesforce'
- 3Notis monitors for the comment pattern and adds contacts
- 4Select trigger: New Comment on Task (Asana event)
- 5Set notifications
- 6Comment with your keyword on an Asana task and verify the contact is added to the campaign in Salesforce
Questions about this workflow
How does Notis know which contact to add?
Specify in your prompt: 'Use the task name as the contact name' or 'the task description contains the contact name or email.'
Can I add leads instead of contacts?
Absolutely. Ask: 'Add the associated lead to the campaign' and Notis will create a lead campaign membership instead.
What if no matching contact exists?
You can ask Notis to create one: 'If no contact exists, create one and add to the campaign.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Salesforce. A trigger fires from one place; an action lands in another.
Asana triggers
Salesforce actions
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
New Comment on Task
Triggers when a comment is added to a task in a project.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Task Created
Triggers when a new task is created in a project.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
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.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Task Updated
Triggers when a task is updated in a project.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Not just Asana and Salesforce. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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