Auto-Organize Contacts with Custom Fields
New contact arrives in Hubspot? Notis auto-assigns custom field values in Asana based on their profile so you can instantly see what you're dealing with.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Enum Option for Custom Field
Tool to create a new enum option for a custom field in asana. use this when you need to add a new selectable option to an existing custom field.
Why this helps
Contacts get tasks but without quick-scan custom fields (industry, company size, source) you can't batch similar work or see patterns.
- See contact attributes at a glance
- Auto-segregate by industry, size, type
- Enable bulk actions on similar contacts
- Clearer prioritization
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Ensure your Asana workspace has custom fields set up (e.g. 'Contact Type: [Prospect/Customer/Partner]', 'Company Size: [SMB/Mid/Enterprise]').
- 3Create automation: 'Contact Attribute Custom Fields'. Trigger on 'Hubspot: Contact Created'.
- 4Tell Notis: 'When a new contact arrives, read their company size and industry from Hubspot, then set the custom field values in their Asana task accordingly.'
- 5Test with a new contact and verify custom fields populate in the task.
Questions about this workflow
Do I need to create the custom fields first?
Yes. Set up your custom field structure in Asana, then Notis maps Hubspot data into those fields.
Can this handle custom fields with many options?
Yes. Notis can map any Hubspot field value to a custom field option in Asana.
What if a contact doesn't have an industry listed?
Notis can leave the field blank, set a default (e.g. 'Unknown'), or skip the task—you decide the rule.
Can I use this to set multiple custom fields at once?
Absolutely. Populate as many custom fields as you want in a single automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Asana. A trigger fires from one place; an action lands in another.
Hubspot triggers
Asana actions
Contact Created Trigger
Contact Created Trigger
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Not just Hubspot and Asana. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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