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
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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