Surface deal changes in the Asana project update
Keep a relevant project informed when a new opportunity enters the pipeline, with a short update the team can scan.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Project Status Update
Tool to create a new status update on a project. use when you need to communicate the current status, progress, or any blockers related to a specific project.
Why this helps
Project stakeholders can miss new sales context when updates live only in the CRM.
- Bring relevant pipeline news into project communication.
- Help stakeholders scan new opportunities without switching tools.
- Make the project update concise and tied to the incoming deal.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Asana once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3In one instruction, ask Notis to identify the relevant Asana project and post a concise status update about the new deal.
- 4Pick the Pipedrive New Deal Received trigger and select a channel for run reports.
- 5Test with one real deal and confirm the update appears on the intended project.
Questions about this workflow
Will a status update be posted for every deal?
Your instruction can describe which deals are relevant to the project using details available in Pipedrive. If the project cannot be identified from the available information, ask Notis to report that rather than guess.
Can the update include a deal value or close date?
Ask Notis to include those details if Pipedrive provides them in the trigger context. Do not rely on fields that are absent from the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Asana. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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