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Affinity + Asana

Create new Affinity opportunities from completed Asana tasks

Streamline your project management and sales process with this efficient workflow. When a task is completed in Asana, an opportunity is instantly created in Affinity. This means you no longer have to manually enter data, allowing you to focus on important tasks and accelerate your sales pipeline. Simplify your task management and increase productivity with this seamless connection between Asana and Affinity.

Streamline your project management and sales process with this efficient workflow. When a task is completed in Asana, an opportunity is instantly created in Affinity. This means you no longer have to manually enter data, allowing you to focus on important tasks and accelerate your sales pipeline. Simplify your task management and increase productivity with this seamless connection between Asana and Affinity.

  1. When this happens...
    AsanaAsana
    Completed Task

    Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

    TriggerScheduled
  2. automatically do this!
    AffinityAffinity
    Create a Opportunity

    Create a new opportunity. Use a Search if you do not want duplicates to be created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
    Try It
    • Workspace / Organization

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
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affinity logo

About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
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Related categories

  • CRM (Customer Relationship Management)

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asana logo

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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