1.Detect Closed Won opportunity update
Integrate Salesforce and CRM updates to watch for stage changes to Closed Won.
Create setup tasks for closed-won enterprise deals now
Automatically detect Opportunity stage changes to Closed Won across Salesforce and Asana. Create setup tasks when deals close won, enterprise accounts qualify, or onboarding documents are found β so you can start implementation immediately without manual setup work.
How this automation creates setup tasks now
When closed won deals land without standardized next steps, setup work slips and implementation starts late. This automation delays and filters deal events, formats a task title, finds onboarding documents, and creates Asana tasksβso you can launch onboarding immediately.
Salesforceor swap with your favorite app
2.Delay 1 minute for record updates
Integrate Delay by Zapier and automation timing to wait 1 minute before continuing.
Delay by Zapieror swap with your favorite app
3.Filter enterprise and non self serve deals
Integrate Filter by Zapier and account rules to continue only when enterprise criteria match.
Filter by Zapieror swap with your favorite app
4.Extract task title from opportunity name
Integrate Formatter by Zapier and text parsing to generate a short task title from Opportunity name.
Formatter by Zapieror swap with your favorite app
5.Find account and onboarding documents
Integrate Salesforce and CRM lookup tools to find Account and onboarding document(s) by Account ID.
6.Create implementation task in Asana
Integrate Asana and project management to create tasks, add notes, and assign the onboarding owner.
Asanaor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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