Asana + Microsoft Dynamics 365 CRM

Create duplicate Asana tasks for new Microsoft Dynamics 365 CRM contacts

Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM in Asana by setting up this simple workflow. When a new contact is added in Dynamics 365 CRM, this automation will create a duplicate task in Asana, ensuring seamless organization and increased productivity in managing your contacts. Stay on top of your tasks while keeping your contacts updated across both platforms.

Effortlessly manage your new contacts from Microsoft Dynamics 365 CRM in Asana by setting up this simple workflow. When a new contact is added in Dynamics 365 CRM, this automation will create a duplicate task in Asana, ensuring seamless organization and increased productivity in managing your contacts. Stay on top of your tasks while keeping your contacts updated across both platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Duplicate Task

    Duplicates an existing task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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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 moreHelp

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  • Project Management

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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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