Real-Time Account Team Alerts on Deal Changes
Deal moves to negotiation in Hubspot? Notis adds your entire account team as followers on the Asana task so everyone gets the update.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Deal progress is buried in notifications—account teams miss key milestones because follower lists are incomplete.
- Whole team sees deal changes
- No missed milestones
- Transparent deal progress
- Reduced miscommunication
Setup
Build it in a few focused steps.
- 1Connect Hubspot and Asana to Notis.
- 2Create automation: 'Deal Stage Followers'. Trigger on 'Hubspot: Deal Stage Updated' for key stages (Negotiation, Close, etc).
- 3Tell Notis: 'When a deal reaches Negotiation, add Sales Lead, Account Manager, Solutions Engineer, and CS Manager as followers to the deal task in Asana.'
- 4Set notification destination.
- 5Move a test deal to the target stage and verify all team members are added as followers.
Questions about this workflow
Will this overwhelm followers with notifications?
Followers only get notified once when added, then see normal task updates—no notification spam.
Can I add different people for different deal stages?
Yes. Negotiation adds Sales+SE, Close adds Sales+CS—each stage has its own roster.
What if someone is already a follower?
Notis checks first and doesn't duplicate. Only new followers are added.
Can followers in Asana take actions on the task?
Absolutely—followers can add comments, attach files, and update the task status.
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.
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When this happens · Trigger
Do this · Action
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