Weekly prospect sync keeps you current
Every week, Notis syncs new prospects from Asana into Salesforce leads. Your sales pipeline is fresh without weekly manual entry.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Prospects pile up in Asana throughout the week, but you don't sync them to Salesforce until you remember—causing delays and lost leads.
- Prospects reach Salesforce on schedule without you remembering
- Your pipeline is always current and fresh
- Reduce delays in lead entry
- Prevent prospect backlog from building up
Setup
Build it in a few focused steps.
- 1Connect integrations to Notis
- 2Tell Notis: 'Every [day] at [time], sync all new prospects from Asana into Salesforce leads' (e.g., Monday 9 AM)
- 3Notis runs the weekly sync automatically
- 4Select trigger: Recurring schedule (weekly)
- 5Choose your sync day and time
- 6Set notification channel
- 7Let the first sync run and verify prospects appear as leads in Salesforce
Questions about this workflow
How does Notis identify prospects in Asana?
Specify in your prompt: 'Find tasks tagged prospect' or 'tasks in the Prospects project' or 'high-priority tasks in any project.'
What if a prospect was already created?
Notis avoids duplicates by default. You can ask: 'Update existing leads if their Asana task changed' for even better sync.
Can I customize which day runs the sync?
Absolutely. Any day of the week at any time. Choose based on your sales cycle.
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
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Salesforce.