Agile CRM + Asana

Create Asana tasks from changing deal milestones in Agile CRM

A changing deal milestone means it's time to take action. Automatically add tasks to your Asana board to do just that. With this simple Zapier integration, whenever changing milestones occur in Agile CRM, a task with the details of that deal are added to Asana. All of the information you need when and where you want it.

When this happens...
Changed Deal Milestone
Triggers when a Deal reaches a specific milestone you choose.
TriggerPolling
automatically do this!
Create Task
Creates a new task in Asana with specified details.
ActionWrite

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Supported triggers and actions

- Track / MilestoneRequired
Trigger
Polling
Try It
New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
Try It
New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket FilterRequired
Trigger
Polling
Try It
- Tag NameRequired
Trigger
Polling
Try It

- Contact EmailRequired
- Subject of NoteRequired
- DescriptionRequired
Action
Write
- Contact EmailRequired
- TagsRequired
Action
Write

- First NameRequired
- Last Name
- EmailRequired
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- NameRequired
- PriorityRequired
- OwnerRequired
- Start TimeRequired
- End TimeRequired
Action
Write
- SubjectRequired
- Task TypeRequired
- PriorityRequired
- Owner
- Email
- Due Date
Action
Write
- Workspace
- Project
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- ProjectRequired
- Task
- Workspace
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
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- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
- Fields
- Disclaimer
Trigger
Instant
Try It
New Workspace/Organization
Triggered when you add a new workspace/organization.
Trigger
Polling
Try It
- Task IDRequired
- WorkspaceRequired
- ProjectRequired
- SectionRequired
- Position in Section
- Before/After Task ID
Action
Write
- Helptext
- Workspace
- Project
- Tag
- NameRequired
- Task Fields
Action
Write
- Workspace / OrganizationRequired
- ProjectRequired
- Section NameRequired
- Section to Insert After
- Section to Insert Before
Action
Write
- Copy
- WorkspaceRequired
- Project
- Task TemplateRequired
- Task Name
Action
Write
- WorkspaceRequired
- Team
- NameRequired
- NotesRequired
Action
Write
- WorkspaceRequired
- ProjectRequired
- TaskRequired
- TextRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
- NameRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Section NameRequired
Action
Search
- Workspace
- Project
- Task IDRequired
- Maximum Results
- Comment Order
Action
Search
- Premium User Help Text
- Workspace IDRequired
- Projects (Any)
- Search Text
- Limit
- Is Subtask?
- Is Completed?
- Sort By
- Sort Ascending?
- Has Attachment?
- Is Blocking?
- Is Blocked?
- Created After
- Created Before
- Modified After
- Modified Before
- Task Type
- Custom Fields Help Text
Action
Search
- Email Address or IDRequired
Action
Search
- WorkspaceRequired
- NameRequired
- Team
- NotesRequired
Action
Search or write

Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- CampaignRequired
- Subscriber EmailRequired
Action
Write
- Contact EmailRequired
- Score to Be AddedRequired
Action
Write
- Company NameRequired
- Company URL
Action
Write
- NameRequired
- Owner
- Probability (%)
- ValueRequired
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- EmailRequired
- SubjectRequired
- Cc
- PriorityRequired
- Status
- AssigneeRequired
- MessageRequired
Action
Write
- EmailRequired
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Instant
Try It
- WorkspaceRequired
- ProjectRequired
Trigger
Instant
Try It
New Tag Created
Triggered when you create a new tag.
Trigger
Polling
Try It
- WorkspaceRequired
- ProjectRequired
- SectionRequired
Trigger
Instant
Try It
- Workspace / OrganizationRequired
Trigger
Polling
Try It
- Workspace / Organization
Trigger
Polling
Try It
- Task IDRequired
- TagRequired
Action
Write
- ProjectRequired
- TaskRequired
- FileRequired
Action
Write
- Workspace or Organization
- Project TemplateRequired
- Project NameRequired
- Privacy Setting
Action
Write
- WorkspaceRequired
- Parent TaskRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Write
- WorkspaceRequired
- Task NameRequired
- Task Description
- Enable Rich Text Formatting
- Assignee
- Followers
- Tags
- Mark Task as complete?
- Mark Task as liked?
- Custom Field Info
Action
Write
- Task IDRequired
- TagRequired
Action
Write
- Workspace
- Task IDRequired
- Mark as Complete
- Mark as Liked
- Task Name
- Assignee
- Followers
- Tags
- Description
- Use Rich Text Formatting
- Custom Field Info
Action
Write
- WorkspaceRequired
- ProjectRequired
- Completed Since (Includes Incomplete Tasks if Set)
- Limit
Action
Search
- Workspace/Organization
- Team
- Project NameRequired
- Include Archived Projects
Action
Search
- Workspace
- Project
- Task IDRequired
- Limit
Action
Search
- Task ID or GIDRequired
Action
Search
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
Action
Search
- Email Address or User IDRequired
Action
Search
- Task ID or GIDRequired
- WorkspaceRequired
- Name
- Description
- Is the description rich text?
- Mark Task as complete?
- Mark Task as liked?
- Assignee
- Followers
- Tags
- Custom Field Info
Action
Search or write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Related categories

CRM (Customer Relationship Management)

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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.

Learn more

Related categories

Project Management

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Agile CRM + Asana

Create Asana tasks from changing deal milestones in Agile CRM

Changed Deal Milestone

New Case

New Deal

New Ticket

New Tag to Contact

Add Note

Add Tag to Contact

Create Contact

Add Event

Create Task

Completed Task

New Comment on a Task

New Story

New Subtask

New Attachment Added to Task

Tag Added to Task

Updated Task

New Workspace/Organization

Add Task to Section of Project

Create Duplicate Task

Create Section

Create Task From Template

Create Project

Create Comment/Story

API Request (Beta)

Find Project

Find Section in Project

Find Task Comments

Find Tasks in Workspace

Find User

Find or Create Project

Changing Any Deal Milestone

New Contact

New Event

New Task

Add to Campaign

Add Score to Contact

Create Company

Create Deal

Create Ticket

Create or Update Contact

New Task

New Project

New Completed Subtask

New Tag Created

Task Moved to Section

New Team

New User

Add Tag to Task

Attach File

Create Project From Template

Create Subtask

Create Task

Remove Tag from Task

Update Task

Find All Tasks From Project

Find Project V2

Find Task Attachments by Task ID

Find Task by ID

Find Task in Project

Find User V2

Find or Create Task

About Agile CRM

Related categories

Similar apps

HubSpot

Inbound Now

Zapier Interfaces

About Asana

Related categories

Similar apps

Google Tasks

Todoist

Toodledo

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