1.Detect Closed Won opportunity update
Integrate Salesforce to map opportunity reference fields into project naming and project notes context.
Create delivery project and tasks from closed-won deals
Automatically detect when an opportunity stage is set to Closed Won across Salesforce. Create and update delivery projects and tasks in Asana when deals close, so you can launch delivery work fast, standardize task lists, and preserve owners without manual setup or follow-up.
How this automation provisions your delivery kickoff
When opportunity stage updates are handled manually, delivery kickoff timelines slip and teams waste time retyping client context. This automation provisions an Asana delivery project, fetches tasks, and renames them from the templateβso work starts with the right structure.
Salesforceor swap with your favorite app
2.Look up related account or site records
Integrate Salesforce and CRM lookup tools to pull display fields and embed them into project notes payload.
3.Find or create project from template
Integrate Asana and project templates to find by name or create a project and set project notes.
Asanaor swap with your favorite app
4.Wait for project provisioning
Integrate Delay by Zapier and scheduling tools to wait 2 minutes before fetching project tasks.
Delay by Zapieror swap with your favorite app
5.Fetch project tasks list
Integrate Webhooks by Zapier and API retrieval tools to get task IDs and task names for the project.
Webhooks by Zapieror swap with your favorite app
6.Line-itemize task IDs and names
Integrate Formatter by Zapier to format task IDs and names for looping through each task.
Formatter by Zapieror swap with your favorite app
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Explore all client project management automations
Accelerate client delivery with automated project intake, task assignment, and deadline alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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