Convert Incoming Leads to Asana Tasks via Webhooks
When a lead submits your form or landing page, a webhook triggers Notis to create an Asana task immediately. No manual lead entry, no lost submissions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Leads submit forms across different channels but manually transferring them into Asana tasks is tedious and error-prone. Submissions get missed entirely.
- Every lead submission becomes an Asana task automatically
- No manual data entry or transcription errors
- Lead context is preserved from submission to task
- Lost leads become impossible when webhooks trigger tasks
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Asana to Notis, and obtain your Notis webhook URL.
- 2Create an automation: 'When a webhook is received with lead data (name, email, company, etc.), create an Asana task titled [Lead Name] with contact details in the description.'
- 3Configure your form provider or landing page to send webhooks to Notis when submissions occur.
- 4Test by submitting a form and verify the Asana task appears with all lead data intact.
Questions about this workflow
Which form platforms can we use?
Any that support webhooks: Typeform, Segment, Zapier, custom forms, etc. Notis accepts the webhook payload and extracts the data.
How do we map form fields to Asana task fields?
Tell Notis in your prompt how to use the webhook payload: 'use the email field as a follower', 'put the company in the description', 'tag by form source'.
Can we route leads to different people based on submission data?
Yes. Your prompt can include routing logic: 'if company size is enterprise, assign to the enterprise team; otherwise assign to SMB lead queue'.
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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