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Asana + Capsule CRM

Create Asana projects from new or updated opportunities in Capsule CRM

Stay on top of new or updated opportunities in your Capsule CRM without hassle. Whenever there's a significant change, this workflow will jump into action and create a new project in Asana swiftly. This optimizes your productivity by bridging the gap between your customer relationship and project management, reducing time on data entry, and keeping your focus on tasks that matter more.

Stay on top of new or updated opportunities in your Capsule CRM without hassle. Whenever there's a significant change, this workflow will jump into action and create a new project in Asana swiftly. This optimizes your productivity by bridging the gap between your customer relationship and project management, reducing time on data entry, and keeping your focus on tasks that matter more.

  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
    Create Project

    Triggered when you add a new 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

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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