Asana + Close integrations
Create Asana projects from templates every time new custom activities are published in Close
This workflow springs into action when a custom activity is published inside Close. It instantly results in the creation of a project from a template within your Asana app. This streamlines operation by saving time, eliminating manual data entry, and facilitating direct communication between your CRM and project management platforms. Benefit from this seamless process which enhances your project management while relying on the automation to take care of the tasks.
- When this happens...Published Custom ActivityTriggers when a Custom Activity is published (saved).
- automatically do this!Create Project From TemplateCreates a new project from a custom template.
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More things you can do with Close and Asana
Discover other triggers and actions you can use with Close and Asana
- New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Try ItTriggerInstant - Direction
- Completed?
Try ItTriggerInstant- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Trigger ActionsRequired
- Custom Object TypeRequired
Try ItTriggerInstant
- Field(s) Required to Trigger
Try ItTriggerInstant- Contact Smart View IDRequired
Try ItTriggerPolling- Custom_activity_v2_instructions
- Custom Activity TypeRequired
- Filled-in fields
Try ItTriggerInstant- Direction
- Template ID
- User ID
Try ItTriggerInstant
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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Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
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Related Zap Templates
- Create tasks in Asana for new opportunities in status from Close
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- Create duplicate tasks in Asana for new leads in Close
- Create Asana stories from new Close opportunities
- Create new Asana projects from templates for each updated opportunity status in Close
- Manage new Close leads by creating tasks in Asana
- Create tasks in Asana for new leads in Close status
- Create tasks in Asana for new leads in smart view on Close
- Manage new Close opportunities by creating tasks in Asana
- Create new leads in Close when tags are added to tasks in Asana
- Update leads in Close when tasks move to sections in Asana
- Create new Asana projects from templates for every new lead status in Close









