Automate Onboarding Task Creation for Every New Account
When an account is created in Salesforce, Notis immediately creates an Asana onboarding task with all required steps. Activation never falls through the cracks.
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
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 accounts close in Salesforce but onboarding tasks are haphazardly created or forgotten entirely. Activation delays cascade, frustrating customers and revenue operations.
- Onboarding tasks appear automatically for every account
- Consistent activation process across all customers
- No accounts slip through without activation tasks
- Teams know exactly what account activation requires
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When an account is created in Salesforce, create an Asana task titled Account Onboarding for [Account Name] with a description listing standard activation steps like setup call, documentation review, access provisioning, and welcome checklist.'
- 3Select the Account Created trigger and your notification channel.
- 4Test by creating an account in Salesforce and verify the onboarding task appears in Asana.
Questions about this workflow
Should onboarding tasks include step-by-step substeps?
Yes. Your prompt can include subtask creation: 'create subtasks for setup call, provision access, send documentation, etc.'
Who should the task be assigned to?
Specify in your prompt: 'assign to the customer success manager', 'assign to the assigned account owner', or 'assign to the onboarding team'.
Can we customize onboarding tasks based on account type?
Absolutely. Your prompt can be dynamic: 'for enterprise accounts, create an extended onboarding task; for SMBs, create a streamlined version'.
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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