Decompose Salesforce Tasks into Asana Subtasks
When a Salesforce task is created, Notis generates Asana subtasks to break the work into clear, executable pieces. Vagueness disappears.
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 subtask
Creates a new asana subtask under an existing parent task (`task gid`); `due on` and `due at` are mutually exclusive and cannot be set simultaneously.
Why this helps
Salesforce tasks are often too abstract or large for your Asana workflow. Team members struggle to translate high-level tasks into granular, actionable work.
- Large tasks are broken into concrete subtasks
- Team knows exactly what to do without guessing
- Vague work becomes actionable
- Task completion tracking becomes meaningful
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis.
- 2Create an automation: 'When a Salesforce task is created, generate Asana subtasks based on the task description, e.g., if the task is "Prepare client presentation", create subtasks for research, deck design, speaker notes, and rehearsal.'
- 3Select the Task Created or Completed trigger and your notification channel.
- 4Test by creating a Salesforce task and verify Asana subtasks are generated with appropriate granularity.
Questions about this workflow
How does Notis know what subtasks to create?
You train Notis in your prompt with patterns: 'if the task is about preparation, create subtasks for research, drafting, review; if it's about a meeting, create agenda, materials, follow-up'.
Can we assign subtasks to specific people?
Yes. Your prompt can include assignment rules: 'assign research to [person], design to [person], etc.' or 'assign each subtask to the task owner'.
What if a task doesn't need subtasks?
Filter in your prompt: 'only create subtasks if the task is marked as complex' or 'if the task description is longer than X words'.
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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