Task movements trigger account lookups
Move a task to a specific section in Asana, and Notis retrieves the related account information from Salesforce. You always have the latest account context.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get account
Retrieves a specific account by id from salesforce, returning all available fields.
Why this helps
You move tasks between sections in Asana but lack instant visibility into the associated account details in Salesforce.
- Get account details instantly when tasks progress
- Improve decision-making with current account context
- Reduce time spent switching to Salesforce to look up accounts
- Keep account information fresh in your workflow
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'When a task moves to [section], look up and fetch the related account details from Salesforce'
- 3Notis monitors the section and retrieves account info
- 4Select trigger: Task Moved to Section (Asana event)
- 5Choose notification channel for retrieved data
- 6Test by moving a task to the section and checking that account details are fetched
Questions about this workflow
How does Notis know which account to look up?
Specify in your prompt: 'Use the task name to find the account' or 'the task description contains the account name or ID.'
What account details are returned?
All available fields by default. You can refine: 'Return only name, industry, and revenue' to keep it simple.
What if no matching account is found?
Ask Notis to notify you or create a placeholder: 'Alert me if no account is found' or 'create an account if one doesn't exist.'
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.
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When this happens · Trigger
Do this · Action
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