Sections trigger campaigns—automatically
Move multiple tasks to an 'Outreach' section in Asana, and Notis automatically creates a corresponding campaign in Salesforce. Batch outreach without manual setup.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You organize outreach by moving tasks to sections in Asana, but never create campaigns in Salesforce to track those outreach efforts.
- Campaigns are created automatically when you organize outreach in Asana
- Track campaign performance tied to your workflow
- Reduce manual campaign setup in Salesforce
- Align Asana organization with Salesforce campaign structure
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Tell Notis: 'Create a Salesforce campaign when a task moves to [section name]' (e.g., 'Outreach' or 'Nurture')
- 3Notis monitors section movement and creates campaigns
- 4Select trigger: Task Moved to Section (Asana event)
- 5Choose notification channel
- 6Move a task to your specified section and verify a campaign is created in Salesforce
Questions about this workflow
What campaign details are set?
Campaign name matches the section name, and campaign status is set to Planned. Customize by asking Notis.
Can I create campaigns with different settings based on the section?
Yes. Use multiple prompts: 'When moved to Outreach, create an outreach campaign. When moved to Nurture, create a nurture campaign.'
Does it add tasks to the campaign?
By default, no—but you can ask: 'After creating the campaign, add all tasks in that section 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
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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