Link Salesforce Changes to Automatic Asana Allocations
When important Salesforce records update, Notis reserves team capacity in Asana. Resource planning reflects sales reality instantly.
Trigger
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.
Action
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.
Why this helps
Sales activity in Salesforce doesn't automatically trigger capacity planning in Asana. Delivery teams are blindsided by bandwidth needs and scramble to reallocate.
- Records triggering allocations without manual entry
- Delivery teams see capacity needs before they're urgent
- Resource planning stays synchronized with sales
- Over-allocation becomes visible and preventable
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a Salesforce record like an opportunity or account reaches a certain stage, allocate [X hours/percentage] of capacity from [team members] in Asana for delivery or implementation work.'
- 3Select a relevant trigger (e.g., Opportunity Updated) and your notification channel.
- 4Test by updating a record and verify allocations appear in Asana.
Questions about this workflow
Which record types and stages should trigger allocations?
You decide. For example: 'when an opportunity moves to Negotiation, allocate 10 hours to the delivery team', or 'when an account is marked enterprise, allocate 20%'.
Who should have capacity allocated?
Specify in the prompt: 'the assigned delivery owner', 'all members of the delivery team', 'specific team members based on expertise', etc.
Can we remove allocations when records change again?
Yes. Your prompt can handle the full lifecycle: 'if the opportunity is lost, remove the allocation', or 'adjust allocation if the deal size changes'.
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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