Attach files in Asana for new or updated Zoho CRM contacts
Keep your team's tasks and customer information up-to-date with this Zoho CRM and Asana integration. Whenever a new or updated contact is added in Zoho CRM, this workflow attaches a file to a specific Asana task, ensuring relevant customer information is always available for reference. Stay organized and efficient while managing customer relationships with this easy-to-setup automation.
Keep your team's tasks and customer information up-to-date with this Zoho CRM and Asana integration. Whenever a new or updated contact is added in Zoho CRM, this workflow attaches a file to a specific Asana task, ensuring relevant customer information is always available for reference. Stay organized and efficient while managing customer relationships with this easy-to-setup automation.
- When this happens...New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
- automatically do this!Attach File
Attaches a File to a task.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It