Give every new Pipedrive deal a clear next step
A new opportunity should not disappear into a pipeline. Send its key context to Asana as a task your team can pick up.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
New deals can sit in Pipedrive without anyone remembering to plan the next action in the team's work queue.
- Keep new opportunities visible alongside the work they require.
- Reduce manual copying between sales and project tools.
- Give the team a task to discuss and refine next steps.
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 give it a name and prompt.
- 3Tell Notis to create an Asana task for each new Pipedrive deal, including useful deal context and a suggested follow-up.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and review the task in Asana.
Questions about this workflow
Does this decide the right follow-up for every deal?
Notis can use the deal details provided by Pipedrive to draft a useful task. Add your preferred follow-up rules to the instruction when the deal record alone is not enough.
Can I choose where the task is created?
Include the desired Asana project or workspace in your instruction. The connected account must have access to that location.
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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