Vendor tags create contacts automatically
Tag a task 'vendor' in Asana, and Notis instantly creates a matching contact in Salesforce. Supplier data is recorded without switching tools.
Trigger
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.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
You identify vendors in Asana using tags, but don't maintain a synchronized vendor list in Salesforce.
- Maintain an up-to-date vendor database in Salesforce automatically
- No manual vendor entry into your CRM
- Reduce context-switching between Asana and Salesforce
- Track all key vendors in one place
Setup
Build it in a few focused steps.
- 1Connect both integrations to Notis
- 2Ask Notis: 'Create a Salesforce contact when a task is tagged vendor' (or your tag name)
- 3Notis watches for the vendor tag and creates contacts
- 4Select trigger: Tag Added to Task (Asana event)
- 5Set notification preferences
- 6Tag an Asana task as vendor and verify a contact is created in Salesforce
Questions about this workflow
What contact type is assigned?
Standard contact by default, but you can ask: 'Mark vendor contacts with a custom field so they're easy to filter.'
Can I import existing vendor contacts?
Yes. Use an initial migration prompt: 'For all tasks already tagged vendor, create contacts in Salesforce' as a one-time setup.
How do I keep vendors unique?
Ask Notis: 'Before creating a vendor contact, check if one with this name already exists and update 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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