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Asana + Salesforce

Update records in Salesforce when tasks are completed in Asana

Streamline your workflow with this automation that engages as soon as a task is completed in Asana. It will promptly update the record in Salesforce, ensuring that your task outcomes are appropriately reflected and recorded. This is a reliable way to maintain seamless communication between your project management and customer relationship platforms. Keep your records consistently updated without having to manually transfer data between the apps.

Streamline your workflow with this automation that engages as soon as a task is completed in Asana. It will promptly update the record in Salesforce, ensuring that your task outcomes are appropriately reflected and recorded. This is a reliable way to maintain seamless communication between your project management and customer relationship platforms. Keep your records consistently updated without having to manually transfer data between the apps.

  1. When this happens...
    AsanaAsana
    Completed Task

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

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workspace

    • Project

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • ProjectRequired

    • Task

    • Workspace

    Trigger
    Scheduled
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • WorkspaceRequired

    • ProjectRequired

    Trigger
    Instant
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    • Workspace / Organization

    Trigger
    Scheduled
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    • ProjectRequired

    • Workspace

    Trigger
    Scheduled
    Try It
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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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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