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Asana + Salesforce

Create tasks in Asana for updated records in Salesforce

Streamline your workflow between Salesforce and Asana with this efficient automation. When a record field gets updated in Salesforce, a corresponding task is instantly created in Asana, effectively speeding up your sales operations. This workflow keeps your team up-to-date with any changes in Salesforce, ensuring timely responses to shifting projects and priorities. Embrace this seamless integration to maintain order and pace in your daily activities.

Streamline your workflow between Salesforce and Asana with this efficient automation. When a record field gets updated in Salesforce, a corresponding task is instantly created in Asana, effectively speeding up your sales operations. This workflow keeps your team up-to-date with any changes in Salesforce, ensuring timely responses to shifting projects and priorities. Embrace this seamless integration to maintain order and pace in your daily activities.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
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    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.