Triggers when a specific field on a person changes in your Pipeline CRM account. Select which field to watch.

Creates a new activity (note) on a person, company, or deal. Use this to log meeting notes, call summaries, or any record of interaction — each activity is added to the timeline, not overwritten.

Creates a new calendar task in your Pipeline CRM account.

Creates a new deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Updates an existing calendar event in your Pipeline CRM account.

Updates an existing company in your Pipeline CRM account.

Updates an existing person in your Pipeline CRM account.

Find an existing activity or note in your Pipeline CRM account.

Find an existing deal in your Pipeline CRM account.

Find an existing user on your Pipeline CRM account.

Find or Create Deal

Triggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.

Triggers when a new Comment is added to a Task in Asana.

Triggered when you add a new story.

Triggered when you add a new subtask.

Triggers when an attachment is added to a task.

Triggered when a Tag is added to a Task.

Triggered when a Task is updated in a Project.

Adds a Task to a Section of a Project.

Duplicates an existing task.

Creates a new section within a project.

Creates a new task in Asana from a selected template.

Adds a new project.

Adds a comment or story to a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds an existing project.

Finds an existing section within a workspace project.

Finds comments for a specific task.

Searches for tasks in a workspace using Asana's search API. Returns multiple results as returned by the API. Supports custom fields and advanced filtering. Available only to premium Asana users.

Finds an existing user of your Asana account.

Find or Create Project

Converts an existing company to a customer in your Pipeline CRM account.

Creates a new calendar event in your Pipeline account.

Creates a new company in your Pipeline CRM account.

Creates a new person in your Pipeline CRM account.

Moves a deal to next stage.

Updates an existing calendar task in your Pipeline CRM account.

Updates an existing deal in your Pipeline CRM account.

Uploads a document from a URL and attaches it to a deal, person, or company in your Pipeline CRM account.

Find an existing company in your Pipeline CRM account.

Find an existing person on your Pipeline account.

Find or Create Company

Find or Create Person

Triggered when a Task is added to a Project.

Triggers when a new Project is created.

Triggers when a Subtask is completed in Asana.

Triggers when a Task is moved to a section.

Triggered when you add a new team.

Triggered when you add a new user.

Adds a tag to an existing task.

Attaches a File to a task.

Creates a new project from a custom template.

Adds a Subtask to an existing Task.

Creates a new task in Asana with specified details.

Removes a tag from an existing task.

Updates multiple properties of an existing Asana task. This is a comprehensive update action that can modify task details, assignment, dates, followers, tags, and custom fields in a single operation.

Searches for all tasks in a specific project with optional filters. Returns tasks as line items, up to 500 tasks.

Finds an existing project with enhanced filtering and search capabilities.

Finds all attachments for a specific task by its ID.

Finds an existing task by its ID.

Finds an existing task within a workspace project(s).

Finds an existing user of your Asana account with enhanced search capabilities.

Find or Create Task