Your workload syncs every morning
Every day at your chosen time, Notis syncs all open Asana tasks to Salesforce. You wake up to a complete, synchronized task list across both tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
Your Asana tasks and Salesforce tasks diverge over time. Staying in sync requires constant manual effort.
- Your Salesforce task list stays current without manual effort
- See your complete workload every morning
- Prevent tasks from falling through the cracks in either tool
- Reduce cognitive load by automating sync
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Ask Notis: 'Every morning at [time], sync all open Asana tasks to Salesforce' or set up recurring automation in the portal
- 3Notis runs the sync at your chosen schedule
- 4Select trigger: Recurring schedule (daily)
- 5Choose when you want the sync to run (e.g., 8 AM)
- 6Set notification channel for sync confirmations
- 7Let Notis run once and verify all open tasks appear in Salesforce
Questions about this workflow
Will this create duplicate tasks?
Notis is smart about duplicates. Ask: 'Check if a matching task already exists before creating a new one.'
What tasks get synced?
By default, all open tasks. Refine: 'Sync only high-priority tasks' or 'tasks due this week.'
What time should I run this?
Most founders prefer early morning (7-9 AM) before the workday. Pick what works for your timezone.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Attachment Added to Task
Triggers when an attachment is added to a task.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Comment on Task
Triggers when a comment is added to a task 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.
New Task Created
Triggers when a new task is created in a project.
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 Moved to Section
Triggers when a task is moved to a section in a project.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
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.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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