Agile CRM + Asana Integrations

How to connect Agile CRM + Asana

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Create Asana tasks from changing deal milestones in Agile CRM

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Create or update Agile CRM contacts from new Asana tasks in projects

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Create Asana tasks from changing deal milestones in Agile CRM

Details

Try it

Create or update Agile CRM contacts from new Asana tasks in projects

Details

Try it

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Supported triggers and actions

What does this mean?

- Track / MilestoneRequired
Trigger
Scheduled
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New Case
Triggers when a new case is added in Agile CRM.
Trigger
Scheduled
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Scheduled
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- Ticket FilterRequired
Trigger
Scheduled
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- Tag NameRequired
Trigger
Scheduled
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- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
- Workspace
- Project
Trigger
Scheduled
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Scheduled
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New Tag Created
Triggered when you create a new tag.
Trigger
Scheduled
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- Workspace / OrganizationRequired
Trigger
Scheduled
Try It
- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Make Public?Required
Action
Write
- Parent TaskRequired
- Name
- Notes
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Workspace
- TaskRequired
- ProjectRequired
- Section
Action
Write
- Welcome
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Workspace
- Email Address or IDRequired
Action
Search
- ProjectRequired
- NameRequired
- Workspace / OrganizationRequired
- Section
- Description
- Send as Plain Text
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Search or write
- Task IDRequired
- Workspace / OrganizationRequired
- Project
- Section
- Name
- Description
- Send as Plain Text
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Search or write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
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New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Scheduled
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New Event
Triggers when a new event is created in Agile CRM.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Scheduled
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- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- Workspace / Organization
Trigger
Scheduled
Try It
- ProjectRequired
- Workspace
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- Workspace
- TagRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Scheduled
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- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- Workspace / OrganizationRequired
- Project
- Section
- Name
- Description
- Send as Plain Text
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Write
- TaskRequired
- Task Completed?
- Name
- Notes
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Task IDRequired
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write
- Workspace / OrganizationRequired
- ProjectRequired
- NameRequired
- Section
- Description
- Send as Plain Text
- Due On
- Due At
- Assignee
- Assignee Status
- Followers
- Hearted
- Tag
Action
Search or write

How Agile CRM + Asana Integrations Work

Step 1: Authenticate Agile CRM and Asana.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Agile CRM + Asana

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About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Help

Related categories

CRM (Customer Relationship Management)

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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 Help

Related categories

Project Management

Similar apps

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Agile CRM + Asana Integrations

How to connect Agile CRM + Asana

Create Asana tasks from changing deal milestones in Agile CRM

Create or update Agile CRM contacts from new Asana tasks in projects

Create Asana tasks from changing deal milestones in Agile CRM

Create or update Agile CRM contacts from new Asana tasks in projects

Connect your apps and automate workflows

Changed Deal Milestone

New Case

New Deal

New Ticket

Ticket FilterRequired

New Tag to Contact

Tag NameRequired

Add Note

Contact EmailRequired

Subject of NoteRequired

DescriptionRequired

Add Tag to Contact

Contact EmailRequired

TagsRequired

Create Contact

First NameRequired

Last Name

EmailRequired

If Duplicate Found

Phone

Tag

Company

Add Address

City

State

Zip Code

Country

Website

Add Event

NameRequired

PriorityRequired

OwnerRequired

Start TimeRequired

End TimeRequired

Create Task

SubjectRequired

Task TypeRequired

PriorityRequired

Owner

Email

Due Date

Completed Task

Workspace

Project

New Story

ProjectRequired

Task

Workspace

New Tag Created

New Task in Project

WorkspaceRequired

ProjectRequired

New Team

Workspace / OrganizationRequired

New User

Workspace / Organization

Attach File

ProjectRequired

TaskRequired

FileRequired

Create Project From Template

Workspace or Organization

Project TemplateRequired

Project NameRequired

Make Public?Required

Create Subtask

Parent TaskRequired

Name

Notes

Due On

Due At

Assignee

Assignee Status