Asana + Redtail CRM

Create tasks in Asana when new conversations are assigned in Help Scout

Keep your Asana tasks up-to-date with contact information from Redtail CRM using this seamless workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding task in Asana with the new contact details. Stay organized and ensure your team is always working with the most current information, without any manual effort.

Keep your Asana tasks up-to-date with contact information from Redtail CRM using this seamless workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding task in Asana with the new contact details. Stay organized and ensure your team is always working with the most current information, without any manual effort.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Update Task

    Updates multiple properties of an existing Asana task. This is a comprehensive update action that can modify task details, assignment, dates, followers, tags, and custom fields in a single operation.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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asana logo

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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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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