Asana + Redtail CRM Integrations
How to connect Asana + Redtail CRM
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Completed TaskTriggered when a task within a project, or any project within a workspace, is marked as completed. Does not trigger on completed subtasks.Trigger- New ProjectTriggered when you add a new project.Trigger
- New StoryTriggered when you add a new story.Trigger
- New SubtaskTriggered when you add a new subtask.Trigger
- New Tag CreatedTriggered when you create a new tag.Trigger
- New Task in ProjectTriggered when you add a new task to a project.Trigger
- Tag Added to TaskTriggered when you add a tag to a task.Trigger
- New TeamTriggered when you add a new team.Trigger
- Asana
Triggered when a task in a project is updated.
Instant
Trigger
- Asana
Triggered when you add a new user.
Scheduled
Trigger
- Asana
Triggered when you add a new workspace/organization.
Scheduled
Trigger
- Asana
Attaches a File to a task.
Scheduled
Action
- Asana
Adds a subtask to an existing task.
Scheduled
Action
- Asana
Adds a new project.
Scheduled
Action
- Asana
Adds a new story (a comment is a story).
Scheduled
Action
- Asana
Adds a new task.
Scheduled
Action
- Asana
Adds a task to a section of a project.
Scheduled
Action
- Asana
Updates an existing Task.
Scheduled
Action
- Asana
Finds an existing project.
Scheduled
Action
- Asana
Finds an existing section within a workspace project.
Scheduled
Action
- Asana
Finds an existing task within a workspace project(s).
Scheduled
Action
- Asana
Finds an existing task by its ID.
Scheduled
Action
- Asana
Finds an existing user of your Asana account.
Scheduled
Action
- Asana
Find or Create Project
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Asana
Find or Create Task
Scheduled
Action
- Redtail CRM
Triggers when a new activity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an activity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an activity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an existing contact is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new opportunity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step is completed in your database .
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step Task is completed in your database.
Instant
Trigger
- Redtail CRM
Creates a new activity in your database.
Scheduled
Action
- Redtail CRM
Creates a new contact in your database.
Scheduled
Action
- Redtail CRM
Creates a new opportunity in your database.
Scheduled
Action
- Redtail CRM
Updates and existing activity in your database.
Scheduled
Action
- Redtail CRM
Updates an existing contact in your database.
Scheduled
Action
- Redtail CRM
Updates an existing opportunity in your database.
Scheduled
Action
How Asana + Redtail CRM Integrations Work
- Step 1: Authenticate Asana and Redtail CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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