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Create Asana tasks from changing deal milestones in Agile CRM

  1. When this happensStep 1: Changing Any Deal Milestone

  2. Then do thisStep 2: Create Task

A changing deal milestone means it's time to take action. Automatically add tasks to your Asana board to do just that. With this simple Zapier integration, whenever changing milestones occur in Agile CRM, a task with the details of that deal are added to Asana. All of the information you need when and where you want it.

How this Asana-Agile CRM integration works

  1. A changing deal milestone occurs in Agile CRM
  2. Zapier creates a task in Asana

Apps involved

  • Agile CRM
  • Asana
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Connect Agile CRM + Asana in Minutes

It's easy to connect Agile CRM + Asana and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Changed Deal Milestone

Triggers when a Deal reaches a specific milestone you choose.

New Case

Triggers when a new case is added in Agile CRM.

New Deal

Triggers when a new Deal is added in AgileCRM.

New Ticket

Triggers when a new ticket is added in Agile CRM.

New Tag to Contact

Triggers when a tag is added to contact in AgileCRM.

InstantChanging Any Deal Milestone

Changing any milestone in Agile CRM should be triggered.

New Contact

Triggers when a new contact is add in AgileCRM.

New Event

Triggers when a new event is created in Agile CRM.

New Task

Triggers when a new task is added in the Agile CRM.

Attach File

Attaches a File to a task.

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