Link Salesforce Task Completions to Asana Automatically
When a Salesforce task is marked complete, Notis posts a comment on the related Asana task. Both systems stay in sync without manual notes.
Trigger
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.
Action
Create task comment
Adds a new text comment (story) to an existing asana task, appearing in its activity feed.
Why this helps
Tasks complete in Salesforce but Asana tasks remain open and stale. Team members don't know what's been done, leading to duplicate work and confusion.
- Completed Salesforce tasks trigger Asana comments
- No manual 'marking done' in both systems
- Full audit trail of completions in Asana
- Team sees all actions in their workspace
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a Salesforce task is marked complete, post a comment on the related Asana task noting the completion and any details from the Salesforce task.'
- 3Select the Task Created or Completed trigger and your notification channel.
- 4Test by completing a Salesforce task and verify the comment appears on the Asana task.
Questions about this workflow
Which Asana task should receive the comment?
Specify in the prompt how to link them: 'post to the Asana task with the same name', 'post to the task linked to this activity', or 'post to the account's primary task'.
Should we include who completed it and when?
Yes. Your prompt can say 'include the person who completed the task and the completion date in the comment'.
What if a Salesforce task has no matching Asana task?
Tell Notis how to handle it: 'skip it', 'create an Asana task', or 'post to a catch-all log project'.
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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