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Set up your first integration
Quickly connect Affinity to Asana with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Affinity with Asana - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Organization" from Affinity.
Add your action
An action happens after the trigger—such as "Add Tag to Task" in Asana.
You’re connected!
Zapier seamlessly connects Affinity and Asana, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Organization
Triggers when a new organization is added.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is added.
Try ItTriggerPolling - OrganizationRequired
ActionWrite
- ListRequired
Try ItTriggerPolling- New List
Triggers when a new list is added.
Try ItTriggerPolling - New Person
Triggers when a new person is added.
Try ItTriggerPolling - OpportunityRequired
ActionWrite
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Practical ways you can use Affinity and Asana
Turn new tasks into CRM connections.
When a new task is created in an Asana project, Zapier can automatically add it to Affinity as a new Opportunity. This streamlines efforts by centralizing key projects and turning tasks into actionable opportunities, reducing manual data entry while keeping customer communication flowing.
Business OwnerTrack changes in projects with CRM updates.
When a task is updated in Asana, Zapier can update a field in Affinity regarding the relevant person or organization. This keeps project and CRM data closely aligned, leading to better decision-making and stakeholder communication.
Project ManagementSync client info from CRM to task management.
When a new organization is added in Affinity, Zapier can automatically create a task in Asana to follow up with that organization. This ensures that no new leads or potential deals slip through the cracks, improving follow-up rate and lead conversions.
Sales Ops