Track Deal Metrics Automatically
Deal reaches negotiation stage in Hubspot? Notis creates custom fields in Asana to track deal size, close date, risks, and success metrics.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Create Custom Field
Tool to create a new custom field in a workspace. use when you need to define a new field for tracking specific information within asana tasks.
Why this helps
Deal details are scattered between Hubspot and Asana—metrics get duplicated, fall out of sync, and decisions are based on stale data.
- Single source of deal truth
- Metrics stay synchronized
- Forecasting is more accurate
- Reduces manual updates
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'Deal Metrics Custom Fields'. Trigger on 'Hubspot: Deal Stage Updated' for 'Negotiation' or 'Closing' stage.
- 3Tell Notis: 'When a deal reaches Negotiation, create/populate custom fields in the deal task: Deal Size (from Hubspot), Expected Close Date (from Hubspot), Deal Risks (prompt for manual input), Success Metrics (auto-populate based on deal size).'
- 4Set notification channel.
- 5Move a test deal to Negotiation and verify custom fields appear in Asana with correct values.
Questions about this workflow
Can I sync custom fields back to Hubspot later?
Yes. Notis can write Asana custom field updates back to Hubspot fields so both stay in sync.
What if the custom field doesn't exist yet?
Notis creates it automatically, then populates it with the relevant data from Hubspot.
Can I override auto-populated fields manually?
Absolutely. Notis sets initial values; your team can update them anytime in Asana.
Does this create separate custom fields for each deal?
No—Notis uses workspace-level custom fields that apply to all deal tasks, keeping structure clean.
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.
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When this happens · Trigger
Do this · Action
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