Keep Asana Leads Fresh with Daily Salesforce Syncs
Every morning, Notis pulls new leads from Salesforce and syncs them to Asana as tasks. Your team starts the day with a complete, current lead list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get multiple tasks
Retrieves a list of tasks, allowing filtering by assignee (requires `workspace`), project, section, `completed since`, and `modified since`; `workspace` also requires `assignee`.
Why this helps
Leads come in throughout the day in Salesforce but Asana doesn't update automatically. By morning, your team is reviewing stale lead lists and doesn't know what came in overnight.
- Every morning brings a fresh, complete lead list in Asana
- No overnight leads are forgotten
- Team reviews sync in Asana, not Salesforce
- Lead currency is guaranteed by schedule
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'Every day at [time, e.g., 8 AM], pull all new leads created in the past 24 hours from Salesforce and create Asana tasks for any that don't already exist.'
- 3Select the notis_cron trigger, set the schedule (daily, time zone), and pick your notification channel.
- 4Test by running the automation manually and verify new leads appear in Asana.
Questions about this workflow
Should we sync all new leads or filter by lead source?
You decide. Your prompt can specify: 'all leads' or 'only leads from [specific source]' or 'only SQLs (sales-qualified leads)'.
What time should the sync run?
Set it to match your team's schedule, e.g., 'before the morning standup' or 'end of business to prime tomorrow's list'.
Can we update existing tasks if a lead's details change?
Yes. Your prompt can say 'update tasks for leads already in Asana if any details changed'.
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.
Connect any two apps with Notis in the middle.
Not just Salesforce and Asana. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7 days free trial with 20$ free usage included.
No card. Works with personal or business Asana.