Salesforce + Slack + Asana

Create Asana tasks from updated Salesforce deals and notify in Slack

When deals are updated in Salesforce, it's critical to keep project teams moving. This Zap automatically creates a new task in Asana based on the deal update and sends a notification in Slack to keep everyone informed. It helps ensure that next steps are tracked quickly and no updates slip through the cracks.

When deals are updated in Salesforce, it's critical to keep project teams moving. This Zap automatically creates a new task in Asana based on the deal update and sends a notification in Slack to keep everyone informed. It helps ensure that next steps are tracked quickly and no updates slip through the cracks.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this...
    AsanaAsana
    Create Task

    Adds a new task.

    ActionWrite
  3. then do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Salesforce

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

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  • CRM (Customer Relationship Management)

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Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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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.
Learn more

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  • Project Management

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