Tasks sync across both tools
Create a task in Asana, and Notis automatically creates a matching task in Salesforce. Your complete to-do list is visible wherever you work.
Trigger
New Task Created
Triggers when a new task is created in a project.
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
You maintain separate task lists in Asana and Salesforce, causing duplicated effort and inconsistent visibility into work.
- Single source of truth across both platforms
- No duplicate task entry in both tools
- Complete activity visibility in Salesforce
- Reduce context-switching between tools
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis
- 2Ask Notis: 'Create a Salesforce task every time I make a new Asana task'
- 3Notis watches for new Asana tasks and replicates them
- 4Select trigger: New Task Created (Asana event)
- 5Choose notification channel
- 6Create a test task in Asana and confirm it appears as a task in Salesforce
Questions about this workflow
Should I use Asana or Salesforce for task management?
This automation is best when you use Asana for day-to-day work but need Salesforce visibility. You can choose either as primary.
What if I update a task in Asana?
By default, this automation only handles new tasks. Ask Notis: 'Also update Salesforce tasks when Asana tasks change' for full sync.
Can I filter which Asana tasks replicate?
Yes. Refine: 'Create Salesforce tasks only for high-priority or urgent Asana tasks.'
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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