Notify Stakeholders Instantly When New Accounts Arrive
When an account is created in Salesforce, Notis automatically adds key stakeholders as followers on the Asana task. Important accounts don't go unnoticed.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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
New accounts arrive in Salesforce but stakeholders outside the sales team don't know. Delivery, customer success, and operations miss critical context about the work they'll soon own.
- Stakeholders are notified of new accounts automatically
- No critical accounts slip through unnoticed
- Team coordination begins immediately
- Stakeholders see accounts at the right time
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When an account is created in Salesforce, add key stakeholders like the account owner, customer success manager, and delivery lead as followers on the related Asana task.'
- 3Select the Account Created trigger and your notification channel.
- 4Test by creating an account and verify stakeholders are added as followers.
Questions about this workflow
Who counts as a stakeholder?
You decide in the prompt. Examples: 'the assigned account owner, the CS manager for the account's tier, the delivery lead'.
Can we vary stakeholders by account type?
Yes. Your prompt can be dynamic: 'for enterprise accounts, add CEO; for mid-market, add ops manager; for SMB, add just the sales rep'.
Will this spam stakeholders with notifications?
Followers receive notifications on task updates, not on every action. If you want to control frequency, tell Notis: 'only add followers from [specific teams]'.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Asana. A trigger fires from one place; an action lands in another.
Salesforce triggers
Asana actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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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