People become contacts—automatically
Create an Asana task for a new person, and Notis automatically adds them as a contact in Salesforce. Your database stays current without manual entry.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
New contacts are often created as Asana tasks first, but manually re-entering them into Salesforce is tedious and easy to forget.
- All new contacts are created in Salesforce automatically
- Eliminate duplicate entry of contact information
- Keep your Salesforce database fresh
- Reduce cognitive load on manual CRM entry
Setup
Build it in a few focused steps.
- 1Connect Asana and Salesforce to Notis (one-time setup)
- 2Ask Notis: 'Create a Salesforce contact every time I make a new Asana task' or set up in the portal
- 3Notis watches for new tasks and creates contacts
- 4Select trigger: New Task Created (Asana event)
- 5Pick your notification channel
- 6Create a task with a person's name in Asana and confirm a contact is created in Salesforce
Questions about this workflow
What contact fields get populated?
Name from the task title, company and email if included in the task description. You can ask for other fields.
Can I filter tasks to specific projects?
Yes. Refine: 'Create contacts only for tasks in the People or Partners project.'
What if the contact already exists?
Ask Notis to check for duplicates: 'Before creating, check if a contact with this name already exists and link instead of duplicate.'
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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