Keep Pipedrive notes close to the work they explain
A useful customer detail should reach the people acting on it. Share new Pipedrive note context on the relevant Asana task.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Important customer details can remain buried in CRM notes while the team works from Asana.
- Put relevant customer context where task owners already work.
- Reduce repeated searching across apps.
- Keep an activity trail on the task.
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 a name and prompt.
- 3In one instruction, ask Notis to identify the relevant Asana task and add a concise comment with the new note context.
- 4Pick the Pipedrive New Note Received trigger and choose a report channel.
- 5Test with one real Pipedrive note and check the Asana task comment.
Questions about this workflow
What if the note does not identify an Asana task?
Tell Notis how to find the related task using information available in the note or CRM record. If there is no reliable identifier, the instruction should ask Notis to report that it could not match the note.
Will it copy every note in full?
You can ask Notis to summarize the note and include only details useful to the task. Ensure the instruction reflects what your team should share.
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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