Asana + umsatz.io
Modify deal stages in umsatz.io and create corresponding tasks in Asana
Efficiently manage your sales process with this workflow. When you alter the stage of any deal in your Umsatz.io account, it instantly generates a new task within Asana. This modern solution not only helps keep your project organized but also ensures you're effectively tracking the progress of all sales deals.
Efficiently manage your sales process with this workflow. When you alter the stage of any deal in your Umsatz.io account, it instantly generates a new task within Asana. This modern solution not only helps keep your project organized but also ensures you're effectively tracking the progress of all sales deals.
- When this happens...Modify the Stage of a Deal
Triggers when the deal stage of a deal changes.
- automatically do this!Create Task
Adds a new task.
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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.
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Task ManagementAbout umsatz.io
umsatz.io is a CRM system that helps businesses to make more sales.