Never miss an opportunity—sync tasks to leads
Every new Asana task is a potential opportunity. Convert them to Salesforce leads automatically so you never drop a ball between your planning tool and your CRM.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
You create tasks in Asana but have to manually switch to Salesforce to log them as leads, creating friction and risking forgotten prospects.
- Eliminate manual data entry between tools
- Keep all prospects visible in Salesforce
- Never forget a lead created in Asana
- Reduce context-switching for neurodivergent workflows
Setup
Build it in a few focused steps.
- 1Connect your Asana and Salesforce accounts to Notis via the portal (one-time setup)
- 2Ask Notis: 'Create a Salesforce lead every time I make a new Asana task' or create the automation in the portal
- 3Notis will watch for new tasks and automatically create matching leads with details from the task
- 4Pick your trigger: New Task Created (integration event)
- 5Choose where Notis reports runs: email, Slack, or your preferred channel
- 6Test by creating a sample task in Asana and confirming the lead appears in Salesforce
Questions about this workflow
Will this work for all Asana projects?
Yes—Notis watches for new tasks across all Asana projects unless you specify a single project in your prompt.
What if I don't want certain tasks converted?
Refine your prompt: 'Create a Salesforce lead when I make a new task in [specific project]' or use tags to filter.
Does it copy all task details?
Notis extracts the task title, description, assignee, and due date. You can ask for more specific field mapping in your prompt.
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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