Completion syncs both ways
Mark a task complete in Asana, and Notis automatically closes the related Salesforce task. Your activity log stays in sync.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Complete task
Marks a task as completed with optional completion notes. this is a convenience action that updates the task status to 'completed'.
Why this helps
Completing an Asana task should close it in Salesforce too, but you end up with stale, open tasks cluttering your CRM.
- Reduce stale, open tasks in Salesforce
- Keep activity logs accurate and current
- Eliminate duplicate completion entries
- Improve team visibility into finished work
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Tell Notis: 'Mark a Salesforce task complete when an Asana task is updated to done'
- 3Notis monitors task completion and closes related Salesforce tasks
- 4Select trigger: Task Updated (Asana event—specifically marking complete)
- 5Choose notification channel
- 6Complete an Asana task and verify its Salesforce counterpart is marked complete
Questions about this workflow
How does Notis know which Salesforce task to close?
Notis matches tasks by title or by a reference you provide in the prompt. Refine: 'Close the Salesforce task with the same title' or 'use the task ID in the Asana task description.'
Does it add completion notes?
Yes, and you can customize them. Ask: 'When closing, add a note that says [message]' or 'include the Asana task link.'
What if there's no matching Salesforce task?
Notis will skip it or you can ask it to create one. Specify in your prompt: 'If no matching task exists, create one and close it.'
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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