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Asana + Salesforce

Add new Asana tasks to Goals by KeepSolid

Stay on top of new data in Salesforce by creating a seamless link to your Asana projects with this workflow. Once set up, each time there's a new record in Salesforce, a task will be added to a specific section in your Asana Project. A simple, effective way to keep your projects aligned with your sales data, ensuring nothing slips through the cracks.

Stay on top of new data in Salesforce by creating a seamless link to your Asana projects with this workflow. Once set up, each time there's a new record in Salesforce, a task will be added to a specific section in your Asana Project. A simple, effective way to keep your projects aligned with your sales data, ensuring nothing slips through the cracks.

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerPolling
  2. automatically do this!
    AsanaAsana
    Add Task to Section of Project

    Adds a Task to a Section of a Project.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • 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 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.

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About Salesforce

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