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Asana + Capsule CRM

Create Asana tasks for new or updated Capsule CRM opportunities

Stay on top of new or updated opportunities in Capsule CRM by seamlessly adding tasks to a section of your Asana project with this workflow. Whenever an opportunity is created or updated in Capsule CRM, a corresponding task will be added to the specified section of your Asana project, keeping your team informed and focused on the right priorities. This automation streamlines your sales pipeline, ensuring that no opportunity goes unnoticed and tasks are efficiently managed.

Stay on top of new or updated opportunities in Capsule CRM by seamlessly adding tasks to a section of your Asana project with this workflow. Whenever an opportunity is created or updated in Capsule CRM, a corresponding task will be added to the specified section of your Asana project, keeping your team informed and focused on the right priorities. This automation streamlines your sales pipeline, ensuring that no opportunity goes unnoticed and tasks are efficiently managed.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  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

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
asana logo
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.
Learn moreHelp

Related categories

  • Project Management

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capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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